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
customer-portal
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
search
3
Secure File
1
service
38
Services
9
settings
53
set-up
2
Signature
4
sites
1
sla-breach
1
sms
1
Stock
21
subscription
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
1681
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
5127
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
4552
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
3620
How to produce a copy of a signed quotation
how-to
sales
quotations
3586
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
3585
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
3049
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
2706
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
2640
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
2622
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
2604
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
2511
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2463
How to create a custom service in the quotation
quotations
sales
how-to
2340
How to approve funding requests
finance
sales
quotations
Funds
2136
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
2095
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
2062
Quotation Authorisation without rules
Authorisation
quotations
1894
How do I create quotation templates?
quotations
how-to
settings
1873
What are possible reasons for a failed quotation signature?
quotations
1868
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1774
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1624
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
lease
custom
custom service
quotations
custom product
1517
Product Bundles - Linked Items
sales
Pricebook
quotations
1494
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1416
How to mark a quotation as a pipeline quotation from your workstack
how-to
sales
quotations
1405
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
1356
How to add call rate groups to a quotation
sales
how-to
quotations
1346
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
1334
New Parameter: Sign Block with Terms
sales
quotations
Signature
1333
Product Bundles
sales
quotations
1316
'Quotation won edit' permission
Permissions
quotations
sales
1312
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
1297
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
1293
How to Configure Mobile BIll Cap in The Layer - Ofcom
ordering
assets
quotations
Pricebook
intercom
1270
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
how-to
sales
custom service
1248
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
1247
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
1247
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
1173
Product Hierarchy Overview
quotations
sales
1059
Product Basket
Pricebook
quotations
sales
how-to
1033
Reporting on Additional Funding
Funds
Reports
quotations
Opportunity
949
