-
Merging Invoices in Loomy360 The Merging Invoices feature in Loomy360 allows you to combine existing invoices into a single invoice by transferring all the relevant data into the newly created one. This f...
-
When creating or editing an invoice, if there are other invoices available for merging, a message will be displayed at the top of the screen. You can merge multiple invoices by selecting the checkbox next to each invoice number. Once select...
-
Loomy360 provides an option to send invoices directly to the associated customer. By default, the invoice will be sent as an email with the PDF version of the invoice attached. If you prefer not to include the PDF...
-
Create a Proposal To create a proposal in Loomy360, follow these steps: From the main menu, go to Sales → Proposals. Click the Create Proposal but...
-
Create a New Invoice To create a new invoice in Loomy360, follow these steps: Navigate to Sales → Invoices from the main menu. Click on the Create...
-
To create new items from the main admin menu navigate to Sales->Items and click on the top left button New Item. Description...