Mothernode includes default standard drop-down value lists throughout its various modules, but this is the point where we determine which ones you’ll want to change. One final note. These drop-down value lists will change over time, it’s a guarantee that at some point you’ll want to edit these as your […]
Importing Products and Services into Mothernode CRM
Mothernode CRM provides you with a powerful quoting module that includes plenty of capabilities that will improve your current quoting process. Amongst these features is the ability to stock your Products and Services within the application letting you quickly add items to your quotes, saving you time and effort in […]
Preparing your Vendors and Vendor Contacts Import
Preparing your Leads and Opportunities Import
Preparing your Customers and Contacts Import
Adding Inventory Items to Transactions
When working with transactions, such as quotes, orders, and purchase orders, Mothernode offers a variety of ways to add your goods and services to line items. It’s one of the few CRMs that has a built-in Inventory Management module, that’s available in Mothernode’s premium CRM plans. Mothernode customers can stock […]
Posting Invoice Payments to Xero
Mothernode CRM lets users register payments to invoices in Mothernode and apply the same payment (and payment history to Xero. Users can post both full and partial payments. The process is seamless and doesn’t require any synchronization with Xero. Posting Payments Click the Accounting Tab in the main menu Click Invoices to access your […]
Syncing Mothernode Invoices with Xero
Connecting Mothernode CRM to Xero
Mothernode CRM Enterprise customers can connect to their Xero account and electronically post Mothernode Invoices into Xero. Connecting Mothernode to Xero This process is available in Mothernode CRM Enterprise or any edition that includes invoices. Users must also have a paid subscription with Xero. Xero trial accounts will require reconnecting […]
Setting your Home Page
Users can set their default home page screen to any module within Mothernode. Module home pages are listing screens that contain recent records, which are typically accessible from the navigation menu. Using this feature is ideal for users who often work in one specific module. For example, sales reps can […]