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How to clone an invoice/quote/proforma invoice

http://guide.gaurilla.com/articles/how-to-clone-an-invoice-quote-proforma-invoice

How to clone an invoice/quote/proforma invoice. Got to make a similar invoice as something already created? Simply make a copy of it. If your business sees similar kind of invoices going to your clients, making them from scratch everytime doesn't make any sense. Gaurilla helps your to create an invoice from existing invoices. Login into your Gaurilla account and set the workspace. As you land on the dashboard with all sort of options around you, click on the Slips. Go back to Gaurilla.

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How to switch between businesses

http://guide.gaurilla.com/articles/how-to-switch-between-the-businesses

How to switch between businesses. Switching from one business to another is as simple as click, click, click. Done! Click on the dashboard icon, which is the red G. In the top left corner. The top-right corner on dashboard shows you the current workspace you are working in. Click on the Change. Button right next to it to switch to different workspace. Here, you can select a different business to work in. Or if you prefer creating a new business, you can do that as well. Click on Set Workspace.

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How to schedule a recurring invoice

http://guide.gaurilla.com/articles/how-to-schedule-a-recurring-invoice

How to schedule a recurring invoice. Put your invoicing on caffeine and forget ;). We understand that your business needs to automate invoicing because what would be technology good for otherwise? Login into your Gaurilla account and set the workspace in which you wish to recur an invoice. As you land on the dashboard with all sort of options around you, click on the Invoice. Button from the Dashboard to start creating a new invoice. Now fill in the details as follows:. NOTE: All these dates are in GMT.

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How to send an invoice through an email

http://guide.gaurilla.com/articles/how-to-send-an-invoice-as-an-email

How to send an invoice through an email. Send them invoice right from your Gaurilla account. We all have a hard time managing email. Let's have one less email to manage. You can send invoices directly from your account to your clients. Login into your Gaurilla account and set the workspace. Option of main navigation bar in the left side. Option of the particular slip which you wish to send as an e-mail. In the top-right corner, you'll see an envelope icon, click on it to send the invoice as email.

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How to view, edit and delete a quote

http://guide.gaurilla.com/articles/how-to-view-edit-delete-a-quote

How to view, edit and delete a quote. Feel the need to make changes to quote? Nothing is permanent, and so are your quotes. ;) Gaurilla lets you make changes to your already created quotes easily. Login into your Gaurilla account and set the workspace. Option from the main navigation in the left side. From the blue colored options to view all the quotes based on the filtered details. You can zero in on a particular quote using the filter options given on the left. Go back to Gaurilla.

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How to create a client

http://guide.gaurilla.com/articles/how-to-create-a-client

How to create a client. Store people who would give you money ;). Clients are the people who would give you business. These are your customers. Login into your Gaurilla account and set the workspace where you wish to create a new client. Click on the People. From the main navigation on the left. Click on the New. At the top right corner. Now in the New Client. Pop up window, fill the name. And other details like address. Is required, rest all is optional. Then, click on Add. Go back to Gaurilla.

guide.gaurilla.com

How to customize your invoices

http://guide.gaurilla.com/articles/how-to-customize-invoice

How to customize your invoices. Make your invoices, your own! Gaurilla allows you to customize your invoices by letting you add your own logo, name, address, contact details and other documents (if required). Login into your Gaurilla account and set the workspace. Option from main navigation bar on the left side. If it is first time, don't forget to upload a logo of your company. Additionally, you can edit any fields present there. Go back to Gaurilla.

guide.gaurilla.com

How to view, edit and delete a proforma invoice

http://guide.gaurilla.com/articles/how-to-view-edit-delete-a-proforma-invoice

How to view, edit and delete a proforma invoice. Feel the need to make changes to proforma invoice? Nothing is permanent, and so are your proforma invoices. ;) Gaurilla lets you make changes to your already created proforma invoices easily. Login into your Gaurilla account and set the workspace. Option from the main navigation in the left side. Click on *Proforma Invoice* from the blue colored options to view all the proforma invoices based on the filtered details. Go back to Gaurilla.

guide.gaurilla.com

How to create an invoice in another currency

http://guide.gaurilla.com/articles/how-to-create-an-invoice-in-another-currency

How to create an invoice in another currency. Send your clients invoices in their currencies. Why bother your clients to all the conversion? Also, why even bother yourself? Let Mr Gaurilla do it for you. Login into your Gaurilla account and set the workspace. Click on the Invoice. Button from the Dashboard to start creating a new invoice. Fill in the details for the invoice, you'd like to the created. Just like you'd normally do when creating an invoice. And you'd get to know what to fill in.