Mothernode CRM’s Marketing Campaign email templates are designed to display marketing email beautifully and consistently across many types of email programs and web browsers. However, various email marketing programs including Mothernode CRM have experienced a bug in Outlook, in which the email displayed in Outlook may include one or more […]
Setting-up Online Invoice Payment Options in Mothernode CRM
Mothernode CRM provides the ability to electronically send invoices and deposit invoices, and give customers the option of paying online via credit card or ACH payment methods. In Mothernode CRM, credit card payments are managed by Stripe, and ACH payments are managed by Plaid. If you do not have accounts […]
Managing Transaction Footer Terms
Transaction Footer Terms Mothernode CRM’s Transaction Footer Terms allow customers to apply standard terms and critical notes to primary transaction types including quotes, orders, purchase orders and invoices. Footer terms are created and managed in the Transactions section of the Administration Settings menu. For example, if you determine that a […]
Invoice Export Options in Mothernode CRM
On the Mothernode CRM Invoices screen, multiple invoice data export features are available in the upper-right portion of the screen: These options produce export files in a .xls format, in which Export w/ LI is a more recent addition that also provides a list of invoices but adds specific line item […]
Mothernode CRM Sales Manager Notifications
Sales Managers that assign leads to their sales staff can receive automated notifications from Mothernode CRM, in an effort to stay up-to-date on all assigned lead activities, including: When someone changes the status of a Lead/Opportunity (ex. Won, Lost) When someone posts a note, calendar event or correspondence in the […]
Identifying Final Invoices for Partial Order Shipments
Mothernode CRM’s Ready For Invoice (RFI) module may include both complete and partial orders that are ready to be reviewed and invoiced. The note at the top of the Ready For Invoice list reminds that final invoices for partially shipped orders are identified as such: In the following example, the […]
Edit Sales and Project Manager Selection Lists
In an effort to efficiently manage selection lists in Mothernode CRM, Administrators can edit the Sales Rep and Project Manager selection lists that appear in Customer, Contact, Quote, Order and Work Order records. This enables Administrators to specify only those Mothernode CRM users that should appear on Sales Rep or […]
Connecting and Disconnecting the QuickBooks API with Mothernode CRM
Mothernode CRM provides a connection to QuickBooks Online using the QuickBooks API. This functionality allows users to seamlessly transfer their Invoice, Quote and Purchase Order transactions from Mothernode CRM to their QuickBooks account. Connecting to QuickBooks Online Connecting to QuickBooks using the QuickBooks API is a fast and seamless process. […]
Mothernode CRM to Xero Communication: Mapped Fields
Invoice, Item, Payment, and Purchase Order data can be communicated between Mothernode CRM and Xero using Xero’s API. A Mothernode Enterprise CRM Subscription and a Xero Online account are required. Following is a complete list of the Mothernode CRM fields that map to Xero, with the names of the corresponding […]