Business Tools & Features

• Bookings vs. Scheduling

  Booking and scheduling are related concepts, but they have distinct differences in their meaning and usage.

  Portfoliobox 4 |  Learn Business Tools & Features Scheduling & Appointments  |  Created on: September 12, 2023

• Bookings vs. Scheduling

  Booking and scheduling are related concepts, but they have distinct differences in their meaning and usage.

  Portfoliobox 4 |  Learn Business Tools & Features Bookings & Events  |  Created on: September 12, 2023

• Create a booking

  Booking involves reserving a fixed event, such as a concert, an exhibition, or a yoga class, where the date and time are predetermined.

  Portfoliobox 4 |  Learn Business Tools & Features Bookings & Events  |  Created on: September 12, 2023

• Use Booking Alternatives

  Booking Alternatives is a feature in the booking system that allows you to offer multiple date and time options for the same event, like classes or workshops.

  Portfoliobox 4 |  Learn Business Tools & Features Bookings & Events  |  Created on: September 12, 2023

• Add booking links to your site

  Provide your customers with a convenient way to book their spots to your event with a Booking Page, Booking Section, or Booking Button.

  Portfoliobox 4 |  Learn Business Tools & Features Bookings & Events  |  Created on: September 12, 2023

• Create a scheduling service

  Create a booking service on your website to give your customers to possibility to book an appointment and select their preferred time slot.

  Portfoliobox 4 |  Learn Business Tools & Features Scheduling & Appointments  |  Created on: September 27, 2023

• Add personnel to your scheduling services

  You can add people working in your company and available for booking, fill in their schedules, connect & disconnect them to services, and set individual rates.

  Portfoliobox 4 |  Learn Business Tools & Features Scheduling & Appointments  |  Created on: September 27, 2023

• Connect and disconnect staff from a scheduling service

  By default, the staff you add to a service is automatically connected to that service. You can easily disconnect or connect staff to services. 

  Portfoliobox 4 |  Learn Business Tools & Features Scheduling & Appointments  |  Created on: September 27, 2023

• Collect payments with Client invoices

  You can seamlessly create, edit and send invoices from your Portfoliobox admin panel.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 12, 2023

• Create a Client Invoice

  Whether you're selling physical products, digital files, or services, you can create, edit and send invoices seamlessly from your Portfoliobox admin panel.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Understanding the invoice status

  In your invoice list, you can easily locate invoices based on the customer's name or invoice ID, and even narrow your search by invoice and delivery status.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Edit a Client Invoice

  You can only edit the content of an invoice if its status is Draft. An invoice with the status Sent, Paid, Refunded, or Cancelled, cannot be edited. 

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Send an invoice to a client

  Send invoices directly from your Portfoliobox admin panel; simply hit send, and your clients will receive a professional and easy-to-understand invoice straight

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Manage your Client Invoices

  In your invoice list, you can locate invoices based on the customer's name or invoice ID, and even narrow your search by invoice and delivery status.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Duplicate a Client Invoice

  With a simple click, you can duplicate an existing invoice, and the duplicated invoice will instantly appear at the top of your invoice list.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Delete a Client Invoice

  Whether you've created an invoice in error, or want to declutter your records, the delete option allows you to remove invoices from your list with ease.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Print a Client Invoice

  The printing option is a valuable tool for creating physical copies or digital records of your invoices.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with Client Invoices  |  Created on: October 16, 2023

• Collect payments with QR Codes

  Simplify transactions with Portfoliobox's QR Codes and accept payments in face-to-face interactions by presenting a QR code.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with QR Codes  |  Created on: October 23, 2023

• Create a QR Code

  You can effortlessly accept payments in face-to-face interactions by presenting a QR code.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with QR Codes  |  Created on: October 26, 2023

• View & Share your QR Code

  Our QR Code feature is designed to streamline in-person transactions, making them faster, more convenient, and secure.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with QR Codes  |  Created on: October 26, 2023

• Download & Print your QR Code

  Instead of dealing with cash or complicated card readers, you simply display a QR code.

  Portfoliobox 4 |  Learn Business Tools & Features Collect Payments with QR Codes  |  Created on: October 26, 2023

• Create a quote

  You can create professional quotations that are tailored to your client's needs, complete with detailed information, pricing, and terms.

  Portfoliobox 4 |  Learn Business Tools & Features Quotes and Offers  |  Created on: November 2, 2023

• Quote vs. Invoice

  A quote is a document sent to a potential buyer before the work is done. An invoice is a financial document that requests payment when work has been finished.

  Portfoliobox 4 |  Learn Business Tools & Features Quotes and Offers  |  Created on: November 2, 2023

• Understanding the quote status

  In your quote list, you can quickly locate quotes based on the status of the quote or the customer's name.

  Portfoliobox 4 |  Learn Business Tools & Features Quotes and Offers  |  Created on: November 2, 2023

• Edit a quote

  You can only edit the content of a quote if its status is Draft. A quote with the status Sent, Accepted, or Cancelled cannot be edited.

  Portfoliobox 4 |  Learn Business Tools & Features Quotes and Offers  |  Created on: November 2, 2023

• Send a quote to your client

  You can easily send quotes to clients from your Portfoliobox admin panel. Just hit "send", and your clients will receive a professional quote in their inbox

  Portfoliobox 4 |  Learn Business Tools & Features Quotes and Offers  |  Created on: November 2, 2023

• How your client accepts the quote

  After you send a quote, your client will receive an email containing a link to access the quote, check the details, and print it if they wish.

  Portfoliobox 4 |  Learn Business Tools & Features Quotes and Offers  |  Created on: November 2, 2023

• Convert a quote to an invoice

  You can convert accepted quotes into invoices with just a few clicks. This feature simplifies your workflow and enhances professionalism

  Portfoliobox 4 |  Learn Business Tools & Features Quotes and Offers  |  Created on: November 6, 2023

• Delete a quote

  You may find yourself in situations where a previously generated quote is no longer relevant due to evolving client needs or project requirements

  Portfoliobox 4 |  Learn Business Tools & Features Quotes and Offers  |  Created on: November 6, 2023

• Duplicate a quote 

  Craft a quote that serves as a template for proposals. Use the duplicate feature to save time.

  Portfoliobox 4 |  Learn Business Tools & Features Quotes and Offers  |  Created on: November 6, 2023

• Add scheduling service to your site

  After creating a Scheduling service in your Library, the next step is to make it easy for your customers to book an appointment.

  Portfoliobox 4 |  Learn Business Tools & Features Scheduling & Appointments  |  Created on: November 7, 2023