by Alex Hamel | Dec 10, 2025 | Projects, Starting
How to change the Sales Tax within a Project To change the tax for the project, you must update it in the customer record here: Customer (Open the customer record) → Options → Customer Tax System (Select the appropriate tax).. It is also possible to assign a specific...
by Alex Hamel | Oct 13, 2023 | Projects, Starting
How to make payments on commisions earned Introduction to payments on commissions In Automator, in order to apply a payment to pay commissions earned, you need to under the tab Administration, then icon Payment. From this screen, click the glass icon to show all the...
by Alex Hamel | Oct 6, 2023 | Configuration, Customers, Projects
How to configure admin fees Admin fees In Automator, you can configure admin fees to be calculated automatically based on a percentage defined. By default, it is calculated on the cost of the items but it can also be set on the selling price, you need to contact our...
by Alex Hamel | Oct 5, 2023 | Projects, Starting
How to make payments on invoices Introduction to payments In Automator, in order to apply a payment, you need to open an invoice. Invoices can be found within the Project itself or directly from the home menu. From the list of invoices, you can double-click one to...
by Alex Hamel | Aug 8, 2018 | Projects
Add documents and emails to a project You have the ability to easily add documents and emails to a project. It is recommended to attach all communication (emails) and documents related to the project for future reference. There’s is a video at the bottom of this...
by Alex Hamel | Jun 26, 2018 | Projects
Overview Introduction Projects are the core of the system, it manages quotes, but also all the follow-up reports related to a quote that becomes an order. Consequentely, it generates Purchase orders, Packing slips and Invoices too. Let’s take a look at the...
