Creating Invoices

Invoice is a goods/services billing statement between seller/service provider with customers contain details and price of goods/services.

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Order

To create a new Sales Order, you can create one from scratch or confirm from an existing Proposal. This article provides the necessary steps to create one from scratch.

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Using Billing Templates

Billing Template allows automatic generation of billing information to be configured for each document. It also includes the double-entry presets to be used for accounting posting purpose.

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Creating Service Form from Order Set

In order to complete the schedule you must create a Service Form. There are 2 ways to create a Service Form – Standalone or From Order Set. To Create Service Form from Order Set: Click the Schedule on the top menu and select Attach Service Form. The system will check for any available Service Form […]

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Auto-Pricing Logic

ProLine has auto-pricing mechanism that can be applied to most documents (Quotation, Invoice, Supplier Invoice, Purchase Order, and etc) and to a specified set of contacts or selected customers.

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Auto Numbering Format

Most of the documents numbering can be auto-generated and formatted by the system during creation time. This article explains the settings and its effect to the system.

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Using E-Filing

E-Filing in ProLine is an optional module and will be available only it is activated. This article explains how you know E-Filing is activated and how to use it.

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