Setup CPAbooks Sales Application

Please follow the steps listed below to setup and start using CPAbooks sales application for your business.

• Setup your company information

• Choose the quotation layout you prefer for your company

• Setup the payment option you prefer, I prefer to confirm the order when customer sign quotation online

• Send the first sample quotation to the customer and see how it looks like

Video

Access the video at https://www.youtube.com/watch?v=mhMz4Ngdnmc