Pyxis Workflow is designed for Printers and Sign-makers to simplify estimating, job management and invoicing.
- Grand Total 4 0 4 – Create Invoices And Estimates Templates
- Grand Total 4 0 4 – Create Invoices And Estimates For Construction
Introduction to Workflow
Video provides a brief summary for Workflow.Create Invoice With GrandTotal. If the GrandTotal application is installed on your Mac, you can select “Create Invoice With GrandTotal” from GarageSale’s “Order” menu. Doing so will create an invoice using the data from the selected order in GarageSale. Moon Invoice, a complete invoice generator that gives start to finish invoicing solutions, for example, gauges, installments, track time, bits of knowledge and reports, and so forth. The online invoice creator effectively enable you to print or send online archives quickly.
Introduction Update - March 2019
Video provides Workflow feature information.IMPORTANT: Originally there were both a single user and a multi-user versions. Since that time, the product has been simplified to a single version that can be installed one or multiple times on a network. Users can therefore being using Workflow on one machine and if demand increases, they can purchase additional licences.
Windows 64-Bit download
Apple Mac Version for 10.8+ Intel machines
Getting Started with Workflow
Getting started with the single user version of Pyxis WorkflowWorkflow 4.0 – Getting Started
If you are interested in trying the multi-user version, please contact us regarding installation.
The instructions below relate to the single-user version only.
After installation, follow the steps below to get the application up and running as quickly as possible.
Note that the current version is 4.2.6.5
- Enter your First and Last name under the Signature tab and click the Save button.
- Switch to the Privileges tab, to the left.
- Select the name you have just entered, select the Privilege SUPER and enter a username and password. It is important to record this username and password as it cannot be reset on this version.
- Click the Save button.
- Then enter this new username and password in the login area in the centre of the screen and login to the application.
- Click the Admin -> Business Settings menu link at the top of the window.
- Here, enter your business details and and VAT Rates. If you do not charge VAT enter a single VAT rate of zero.
- Adjust the Hourly Charge and Markup values in-line with your business model.
- Before clicking the Save Business Information button it is important to double check spelling as the details entered are used to automatically generate custom pdf documents.
- Finally switch to the Preferences menu and choose each sub-menu in turn to enter machines, materials, times and finishing options. This will take a little time, depending on the complexity of your business. If your are uncertain about any detail you can return to these settings at any time and update the information entered.
- You are now ready to enter your first customer and and create your first estimate with Pyxis Workflow. If you have any queries please contact support.
Basic Print Quote
Create a basic print quote with Workflow 4.0.Docket Book Quote
Create a docket book quotation with Workflow 4.0.Mulit-Part Quote
Creating a multi-part quotation is both easy and fast.Sign Estimate
This video shows how to create a sign estimate.Magazine Estimate
This video demonstrates how to create a magazine estimate.Pull-Up Banner Estimate
This video demonstrates how to create a magazine estimate.Grand Total 4 0 4 – Create Invoices And Estimates Templates
Estimate with Outsourced Item
In this video an estimate is created that includes an outsourced item.Create a Recurring Invoice
Create a recurring invoice with custom line items.![And And](https://support.vcita.com/hc/article_attachments/360068991813/estimatefinal.png)
Customer Notifications
Send Text or Email Job Completion Notifications.Edit Stationery
How to edit the default stationery set, including invoices, estimates and job cards.2-Part Docket Book Estimate
Create an Estimate for a 2 - Part Docket Book, and save it as a template.Customise Quotation Description
How to control your description and prices in estimates and invoices.Filtering Jobs for Invoicing
How to use Job States to filter the Invoicing Customers' ListTrial versions are available for Windows and Apple computers.
Please contact us for more information.
![Total Total](https://i.ytimg.com/vi/4gedgBrimU0/maxresdefault.jpg)
All the help you need to create the perfect custom invoice layout in one place — zistemo
- A wide selection of template fonts you can choose from.
- Customized fields for projects and clients.
- Drag and drop invoice builder.
- Your own local date and number format.
- Helping lines, rulers, grids available.
- Optimized for Windows, Macs, phones and tablets.
Invoice editing features you will not find anywhere else
Grand Total 4 0 4 – Create Invoices And Estimates For Construction
- Manage teams, clients & your business in one screen.
- Completely scalable. If you grow, you can upgrade.
- Our apps match all your staff’s devices & resolutions.
- Live user status: “Present”, “Break”, “Absent”, “Vacation”.
- Easy, interactive & handy tools. No gurus needed.
- Customizable reports on staff, projects & budgets.
- We comply with the highest Swiss data security protocols.