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83 Articles

Aiunify CRM User Operations Manual

Centralizes contacts, customers, prospects, pipelines, activities, tasks, interactions, and relationship history in one system.

Created! Aug 24, 2026

Chapter 21 — Creating and Editing Proposals

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Created! Aug 24, 2026

Chapter 22 — Proposal Pipeline, Comments, Email, PDF, Copy, and Status Actions

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Created! Aug 24, 2026

Chapter 23 — Converting Proposals to Estimates or Invoices

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Created! Aug 24, 2026

Chapter 24 — Creating and Editing Estimates

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Created! Aug 24, 2026

Chapter 25 — Estimate Pipeline, Status, Email, PDF, Copy, and Acceptance

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Created! Aug 24, 2026

Chapter 26 — Converting Estimates to Invoices

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Created! Aug 24, 2026

Chapter 27 — Creating and Editing Invoices

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Created! Aug 24, 2026

Chapter 28 — Recurring Invoices, Reminders, Email, PDF, Copy, and Status

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Created! Aug 24, 2026

Chapter 29 — Recording Invoice Payments and Applying Credits

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Created! Aug 24, 2026

Chapter 30 — Managing Payments and Batch Payments

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Created! Aug 24, 2026

Chapter 31 — Creating and Managing Credit Notes

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Created! Aug 24, 2026

Chapter 32 — Applying Credits, Refunds, Status, Email, and PDF for Credit Notes

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Created! Aug 24, 2026

Chapter 33 — Managing Sales Items, Item Groups, Imports, and Copies

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Created! Aug 24, 2026

Chapter 34 — Creating and Managing Subscriptions

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Created! Aug 24, 2026

Chapter 35 — Creating and Managing Expenses

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Created! Aug 24, 2026

Chapter 36 — Recurring Expenses, Attachments, Imports, Copies, and Converting Expenses to Invoices

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Created! Aug 24, 2026

Chapter 37 — Creating and Managing Contracts

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Created! Aug 24, 2026

Chapter 38 — Contract Signing, Comments, Attachments, Renewals, Copies, Email, and PDF

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Created! Aug 24, 2026

Chapter 39 — Projects Overview: Creating, Editing, Status, and Progress

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Created! Aug 24, 2026

Chapter 40 — Working with Project Members, Visibility, and Available Project Features

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