Generating and Sending Estimates
Learning how to generate and send estimates/quotes to customers is a critical step for your business. To start, locate the...
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How To Adjust & Print Ledger Balances
Click on the Contacts tab, and select the contact that you would like to make the adjustment for. To the... -
Best Practices For Getting Fraudulent Reviews Removed
PuncheyLive reputation monitoring links transactions and customer information directly to reviews that are posted. This ability to link our CRM... -
How To Track and Add Inventory
Inventory tracking is important for business to maintain the right balance of stock, avoid losses and maximize profit gains. Our system... -
Integrate Your MailChimp Account
Learn how to integrate your MailChimp to make the most of Punchey’s email marketing campaigns! First, navigate towards “Conversations” on... -
How To Set Low Inventory Notifications
Among the many day to day business needs, there is the need for inventory management. Sometimes you may get caught... -
Adjust Invoices For Bounced Checks Or Returned ACH Payments
Click on the “Contacts” tab, or utilize the search bar to find the customer profile. When on the customer profile,... -
Cash Management Controls
Keeping track of cash is integral as a business owner. With our software you can utilize our cash management control... -
Log External Credit Card Transactions
We have introduced the ability to log credit card transactions in our system even if you are using an external... -
Adjust Invoice Ledger Using Credits
Our software allows for credits to be applied to a customer’s profile, in order to be used for future purchases....