In general, more email users are setting-up their email accounts with 2-Step Verification for greater security. Since Mothernode relies on your email credentials to enable the sending of contact email from Mothernode, you will need to update your email password in Mothernode to reflect a unique App Password when you […]
Sending and managing emails from transaction records
Transaction-specific emails in Mothernode can be sent directly from the transaction record, and referenced in the transaction’s Email tab. This applies to Quotes, Orders, Work Orders, Purchase Orders and Invoices. Emails can be sent from the transaction’s Print / Send function so that the transaction PDF can be communicated to […]
Mothernode Commissions Setup and Reporting
In Mothernode’s Enterprise Edition, Sales Managers can track sales commissions on invoiced transactions easily with the proper setup (Administrator access required). Monthly Draw Setup (If Applicable) If your Sales team members receive a draw against commissions, access the user’s Mothernode account in Administration | User Profiles | Goals and Subscriptions. […]
Release Notes December 2021
Date: December, 2021 Release (2021-01A) Mothernode customers should take note of the following important changes and updates now available in their Mothernode account. As always, we encourage users to read the release notes. This release contains new features, enhancements, workflow changes, and bug fixes. New tutorials and product videos are […]
Syncing to QuickBooks Online, QuickBooks Desktop, and Xero
Mothernode CRM provides integration with a variety of accounting platforms including QuickBooks Online (QBO), QuickBooks Desktop (QBD), and Xero. This enables synchronization of Mothernode Invoices, Quotes and Purchase Orders to these programs seamlessly and efficiently. This article covers the common synchronization method that these three integrations share to sync Mothernode […]
Syncing Invoices, Quotes and POs to QuickBooks Desktop
Companies that use QuickBooks Desktop (QBD) can seamlessly integrate their Mothernode account with their QBD account to electronically transfer Mothernode Invoices and Purchase Orders (MN Enterprise Edition) or Mothernode Quotes to QBD using all other Mothernode Editions. Watch the video tutorial The following assumes that your Mothernode API setup with […]
Mothernode CRM API Setup with QuickBooks Desktop
Companies that use QuickBooks Desktop (QBD) can seamlessly integrate their Mothernode account with their QBD account to electronically transfer Mothernode Invoices and Purchase Orders (MN Enterprise Edition) or Mothernode Quotes to QBD using all other Mothernode Editions. Watch the video tutorial Mothernode CRM API (Admin) Setup The following setup guidance […]
Quote Line Item Calculations when Using Sub-Items
In Mothernode Quote, Order and Invoice transactions, line items may include sub-items so that parts, materials, labor and other elements can be detailed to show all critical components that are required to build the line item, including their costs. In the following example, a screen capture from a Mothernode quote, […]
Bulk Updating of Mothernode Products and Services
When updating a large number of Products and Services items, Mothernode CRM provides a time-saving method that leverages export and import functions. Simply filter and export your Products and Services list, update the products and services items in the excel export, and re-import the list (be sure to check the […]
Invoices – Updating Remit-to Address
The Remit-to address that appears on your invoices is managed under Administration | Company Profile. To modify the Remit-to address, select Billing Information from the menu, modify the address and click Save: The PO Contact section is an optional setting that allows you to specify a user to appear on […]