Pro Forma Invoice

Category: Orders

A pro forma invoice is a document that states a commitment from the seller to sell goods to the buyer at specified prices and terms. It is used to declare the value of the trade. It is not a true invo...

Is NolaPro an Open-Source Product?

Category: General Info

NolaPro is not an open-source product, so access to the source code is not available by default, however we have licensed access to the source code in the past in some cases. Please contact us if you ...

Backup/Restore your Windows Database

Category: General Info

Backup - Using Browser A backup of the NolaPro database can be downloaded by following these steps. 1) Access your NolaPro installation and log in. 2) In the left menu, open the Tools tab. 3) Under th...

Bank Statement Import (OFX)

Category: Imports

To import bank statements go to Tools -> Import -> Import Bank Statements (be sure Tools -> System -> Add-Ons -> Bank Statement Import is turned on). Export your bank statement in OFX, ...

Does NolaPro support multiple warehouse/branch locations within the same company?

Category: Inventory

Yes. You can add locations by going to Admin -> Inventory -> Inventory Locations. If you would like to track sales at the GL level for branches/locations you can create cost codes (Cost Codes fo...

Salesperson vs. Service Rep

Category: General Info

The Salesperson for a customer will be assigned by default to new quotes, orders, and invoices unless a user is linked to a salesperson. In that case the quotes, orders, and invoices entered by that u...