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TOOLS4COM OIS BLOG !!

1. Dashboard

1.1. The calendar displays:

The received payments in green
The overdue invoices in red
The paid and overdue invoices in orange
And the next deadline in blue

1.2. The summary table shows:

  • « Number of invoices » : today’s number of invoices/ last week’s, last month’s and this year in total.
  • « Total invoice » : the amount charged today / last week, last month and this year in total.
  • « Cashin » : Today’s collected money / last week’s, last month’s and this year in total.
  • « Unpaid » : today’s missing payments / last week’s, last month’s and this year in total.

1.3. Main navigation menu :

  • « Quotes/D.N/Pf.I Tab » Quotes, delivery notes and pro forma invoices management interfaces (search, create, modify, send)
  • « Invoices/ Refund Invoices Tab » IInvoices, recurring invoices and refund invoices management interfaces (search, create, modify, send, collect)
  • « Products tab » Products management interfaces (search, create, modify)
  • « Clients tab » Clients management interfaces (search, create, modify)
  • « Reports tab » Reports interface (statistics)
  • « Configuration tab » Configuration and setting of your TOOLS4COM OIS account interfaces
  • « Logou » Leave the application

1.4. Click on quicklinks to :

  • « New quote » – create a new quote
  • « New delivery note » – create a new delivery note
  • « New pro forma invoice » – create a new pro forma invoice
  • « New invoice » – create a new invoice
  • « New refund invoice » – create a new refund invoice
  • « New product » – create a new product
  • « New client » – create a new client

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