Products, Invoices & Taxes
How to Create Tax
Overview The Tax feature in WeekMate CRM allows you to create and manage tax rates used for products, invoices, quotations, and other sales transactions. By configuring taxes in advance, you can ensure accurate calculations, maintain consistency ...
How to Create Product Categories
Overview The Product Categories feature in WeekMate CRM allows you to organize your products into meaningful categories, making it easier to manage your product catalog and maintain a structured inventory. Categorizing products also simplifies ...
How to Create or Edit Invoice
Overview The Invoices module in WeekMate CRM helps you create, manage, and track customer invoices throughout the billing process. You can generate new invoices, update existing records, register payments, change invoice statuses, and maintain ...
How to Create New Product
Overview The Products module in WeekMate CRM allows you to create and manage the products or services your business offers. Each product record contains important information such as the product name, SKU, pricing, category, and description, making ...