- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
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Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
-
Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
-
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
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Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
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Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
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Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
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Reporting
- Introduction to Reporting
- Using Reports
- Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
-
Transaction Documents
-
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
-
Introduction to Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Preferences
- Database
- Accounting
- Email & Integration
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Customisation
- Creating & Modifying Picklists
- Theme
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Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
Displaying & Adding Transaction Documents
Displaying Transactions
Clicking following the path Start > Finance you will have access to each of the Customer Transactions Landing Pages.
Tip
Opportunities, Quotations and Customer Orders can also be viewed by navigating to the Landing Page for that object type (eg, Start > Sales > Opportunities or Quotations or Customer Orders).
The different Customer Transactions Landing Pages you can select from are:
- Customer Quotations - all the Quotations on your database.
- Customer Orders - all the Customer Orders on your database.
- Customer Invoices - all the Invoices on your database.
- Customer Contracts - all the Contracts on your database.
- Customer Credit Notes - all the Credit Notes on your database.
- Supplier Orders - all the Supplier Orders on your database.
You can customise the appearance of this (and any other) Landing Page including grouping, filtering and saving views. For more information on customising views click here.
To open any of the records displayed in the views above, hover over the row until it becomes underlined and click on it.
Adding Transactions
To create a Customer Transaction within Workbooks either:
- Click Start > Finance > Customer Transactions and choose New Quotation/Order/Invoice/Credit Note from the Actions options on the left-hand side; or:
- Navigate to the appropriate Landing Page and choose New Quotation or New Order; or:
- Open an existing Customer Transaction document and use the Copy function to generate a new record. A drop-down list will show after you click copy.
- Follow the path Start > New and select the document type you wish to create.
NOTE: You can open the customer record for the transaction by clicking on the icon at the top of the header or next to the customer name. Similarly, if the transaction is based on an existing Opportunity, you can open that record by clicking on the icon next to the Opportunity name. You can see which Opportunity the document was created from by viewing the 'created from document' and 'created from reference' columns on the Landing Pages.
See the page on Transaction Documents Fields Help to learn more about completing the upper section of a Transaction Document and the page on Transaction Documents Line Items Help to learn more about populating the Line Items grid.
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