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  2. Sales and Finances

Sales and Finances

Discover how to track your sales pipeline and keep your finances in order in Scoro.

Contacts

  • How to use Contacts?
  • The list of companies
  • Adding, modifying and deleting a company
  • The list of people
  • Adding, modifying and deleting a person
  • Merging contacts

Quotes and pipeline

  • The list of quotes
  • Adding, modifying and deleting a quote
  • Viewing and sending a quote
  • Automating workflow steps with quotes
  • Pipeline – quotes by stages
  • Standard quotes

Orders

  • The list of orders
  • Adding an order
  • Viewing, modifying and sending an order
  • Turning a quote into an order

Invoices

  • The list of invoices
  • Adding an invoice
  • Viewing and sending the invoice
  • Modifying and deleting an invoice
  • Using subheadings on invoices
  • Partial invoicing
See all 15 articles

Bills and expenses

  • The list of bills
  • Adding and modifying a bill
  • Scheduled bills
  • Turning a quote into a bill
  • The list of expenses
  • Adding and modifying an expense

Purchase orders

  • The list of purchase orders
  • Adding and modifying a purchase order
  • Turning a quote into a purchase order
  • Purchase orders and bills – most common use cases

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Resources

  • API documentation
  • Integrations
  • Blog
  • Webinars & events
  • Status

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