Search Knowledge Base Articles

  • Subscriptions

    2023-09-13 00:20:44
    From version 2.0.0 in Monkey CRM, there is a new major feature added that will help you to bill your customers in a more faster way based on subscription bil...

  • Currencies

    2023-09-13 00:21:41
    Create new currency To add new currency go to Setup -> Finance -> Currencies...

  • Sending proposal to customer or lead

    2023-09-13 00:22:25
    We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your cus...

  • Add Items/Products

    2023-09-13 00:24:22
    Items is Monkey CRM feature that will allow you to create predefined items which will speed up the process when creating new invoices/estimates/proposals. Create new item...

  • Payment Modes

    2023-09-13 00:25:17
    To add new payment mode go to Setup->Finance->Payment Modes and click on the top left button New Payment Mode Payment Mode Name – Eq. Bank ...

  • Recurring Invoice

    2023-09-13 00:26:36
    Settings Navigate to Settings Menu -> Settings -> Cron Job Create...

  • Send Invoice to Email

    2023-09-13 00:27:40
    Monkey have the option to send this invoice to a customer which is related.  Also, the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF...