Articles in this category Contacts Email Center The Email Center lets you compose and send an email to customers, vendors, employees, or any address. It supports a reply-to address, CC and BCC, file attachments, and a rich-text editor. Open it from... Adding and Editing Customers A customer record holds the contact details, billing address, invoice terms, tax setup, and default ordering preferences NolaPro uses on that customer's orders and invoices. Add a new customer from In... Adding and Editing Vendors A vendor record captures the vendor's name and address, contact info, an optional separate Order From address, payment preferences (terms, payment method, bank account, allowed payment types per check... Adding an Employee The New Employee page creates an employee record used by Payroll and time tracking. It requires the Payroll module. Add one from Payroll -> Employees -> Add Employee. Enter Managing Sales Personnel Sales personnel records let you assign a salesperson to customers and orders and track their activity and commissions. Add one from Income -> Sales Personnel -> Add Salesperson. Editing Sales ... Customer List Report The Customer List report produces a filtered list of your customers — useful for directories, mailing lists, mass edits, and review. Open it from Income -> Reports -> Billing -> Customer List... Recent Customers Report The Recent Customers report lists customers added or first invoiced within a date range, along with their invoice totals and an activity summary. Open it from Income -> Reports -> Billing -> ... Employee Address/Phone List The Employee List produces a directory of your employees with their address and phone information. It requires the Payroll module. Open it from Payroll -> Reports -> Employee Address/Phone List.... Vendor Lists / Labels The Vendor Lists / Labels page is the landing point for vendor reports and mailing labels. From here you can produce a CSV vendor list, an on-screen vendor list, an on-screen vendor-agent list, full p... Vendor Activity History Report The Vendor Activity History report shows every bill, payment, discount, and balance change for a chosen vendor over a date range. It includes a beginning-balance line so the report ties out to the ven...
