What software do I need?įAQ: I’m a contractor and need to do takeoffs and create machine control files. What software do I need?įAQ: I’m a civil engineer. NOTE: Once an Estimate has been converted to an Invoice using either option, you must return to the Recent Transactions table and open the Invoice to pay.Ĭlicking on an Invoice – When viewing an Invoice in Recent Transactions, you have different options depending on whether the Invoice is active or past due.įor active (unexpired) Invoices, you can click “Pay Now” to proceed to our payment screen.įor past due (expired) Invoices, you only have the “Print” button that allows you to export to a PDF.įAQ: What should I buy if I need a basic CAD program (like AutoCAD LT)?įAQ: I’m a land surveyor. This tab is only available to users with Administrative Access.Ĭlicking on an Estimate – When viewing an Estimate (Proposal) in Recent Transactions, you have different options depending on whether the Estimate has been previously converted to an invoice, is active (unexpired) or is past due (expired).įor active (unexpired) and unconverted Estimates, you can click “Accept & Pay” to convert the Estimate to an Invoice and proceed directly to our payments screen or click “Create Invoice” to convert the Estimate to an invoice and proceed to the Invoice screen.įor past due (expired) or previously converted Estimates, you only have the “Print” button that allows you to export to a PDF. You can also review and download PDF copies of past proposals, invoices and payment transactions. Recent Transactions – On this tab, you can review proposals and securely pay your invoice using any major credit card or directly from your bank account. System Requirements & Hardware Compatibility.Recordings of Sept 2023 Customizing Carlson.
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