Customising Invoices

When it comes to invoices, one size does not always fit all.  Sometimes you will want to customise the format to suit a particular use or customer.  For example you may wish to: Hide discounts; Re-order columns to reflect your style; Create Pro-Forma Invoices; Change remittance settings from your default (e.g. for payment into a…

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Sales Management & CRM

We’ve just introduced some great new Customer Relationship Management (CRM) features that can help manage your customers and sales people.  Vinsight now has the ability to record and track interactions with your customers and quickly and easily review order histories.  This is great if you are a sales rep about to call or visit an existing customer and…

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