Layer Systems
Support Articles
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Account balance
2
Adding
4
adjustment
1
administration
22
Allocating payments
2
appointment
9
appointment-feedback
1
assets
17
Authorisation
7
bar-code
1
Bonus
1
branding
2
Browser
1
business-units
1
calendar
2
Case Categories
7
Case wach list
2
Case Watcher
3
case-notes
2
Cases
24
case-sla
7
case-sweep
1
Chargeable Feature
1
Checklist
7
Commissions
2
company-logos
1
company-settings
5
cost_centre
1
custom
2
Custom Report Groups
1
Custom Reports
4
customer
39
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1
custom-fields
2
custom-product
1
custom-service
2
Data
7
data-capture
2
data-migration
6
Delegated Access
2
delete
9
Digest Feeds
2
Digests
2
duplicates
2
Editing
2
Email
7
Email Signature
2
email-attachments
1
email-templates
6
environment-settings
1
exchange-server
4
Expiry
5
Export
3
files
1
finance
38
forms
3
Funds
10
gdpr
3
Groups
1
Hold Back
1
how-to
197
Images
2
integrations
11
Intercom
16
internet-explorer
2
Invoice
10
knowledgebase
9
leads
21
lease
1
Liabilities
2
mail agent
6
mail-triage
2
marketing
5
merge
4
Mobile
2
Notification
2
office-365
4
on-boarding
5
Opportunity
23
ordering
52
outlook-plugin
5
permissions
8
portal
3
presales
21
Pricebook
13
Product Stock
9
product-group
1
purchase-order
6
quotations
42
reconciliation
1
record
25
renewals
3
Reports
15
Sage
12
sales
86
Scheduled Email
1
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3
Secure File
1
service
38
Services
9
settings
53
set-up
2
Signature
4
sites
1
sla-breach
1
sms
1
Stock
21
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1
tags
1
tasks
12
terms
1
troubleshooting
5
unassigned
1
Updating
4
Upload images
2
user-roles
2
users
15
video
19
warehouse
1
widgets
12
work-stacks
20
Getting started with the quotation builder
quotations
sales
1652
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
5069
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
4490
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
3582
How to produce a copy of a signed quotation
how-to
sales
quotations
3544
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
3519
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
2990
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
2655
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
2584
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
2559
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
2536
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
2442
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2425
How to create a custom service in the quotation
quotations
sales
how-to
2288
How to approve funding requests
finance
sales
quotations
Funds
2071
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
2044
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
2011
Quotation Authorisation without rules
Authorisation
quotations
1855
How do I create quotation templates?
quotations
how-to
settings
1833
What are possible reasons for a failed quotation signature?
quotations
1819
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1741
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1590
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
lease
custom
custom service
quotations
custom product
1474
Product Bundles - Linked Items
sales
Pricebook
quotations
1439
How to mark a quotation as a pipeline quotation from your workstack
how-to
sales
quotations
1374
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1374
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
1321
How to add call rate groups to a quotation
sales
how-to
quotations
1305
New Parameter: Sign Block with Terms
sales
quotations
Signature
1299
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
1294
Product Bundles
sales
quotations
1286
'Quotation won edit' permission
Permissions
quotations
sales
1270
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
1269
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
1241
How to Configure Mobile BIll Cap in The Layer - Ofcom
ordering
assets
quotations
Pricebook
intercom
1227
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
1215
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
1209
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
how-to
sales
custom service
1200
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
1133
Product Hierarchy Overview
quotations
sales
1019
Product Basket
Pricebook
quotations
sales
how-to
999
Reporting on Additional Funding
Funds
Reports
quotations
Opportunity
914
