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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.      Â...

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, ...

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...

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...

URL Shortcuts

Category: Tools

The URL Shortcuts option under Tools -> System provides a way for you to create shortened URLs for long links. For example, if you have a link like https://mycompanywebsite.com/sales/promotions/b/7...

Cash vs Accrual Accounting

Category: General Info

There are two forms of accounting used by businesses - cash and accrual. The basic difference between the two methods is the timing of income and expense recording. The best method for your company de...

Shopify

Category: Installation

If you'd like to connect your existing Shopify store or a new one to NolaPro so that NolaPro can handle the accounting and in-depth inventory portion of your business, check out our Shopify Integratio...

Delete user

Category: Admin

To delete a user, go to Admin -> Users. Either type the person's name or username in the User box and click the arrow, or click User List at the top to see a list of users and click the person's us...

SMTP email error

Category: Admin

If your email has stopped sending through NolaPro, and you are receiving a login error when your information is correct, it may be due to changes to Google's SMTP rules. You now need to set up your Go...

User limit error

Category: Admin

If you receive an error message when adding a user saying your user limit has been reached, please submit a support ticket, and we will be happy to provide you with pricing to expand your user limit. ...