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
1461
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
4569
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
3530
How to produce a copy of a signed quotation
how-to
sales
quotations
3165
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
2997
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
2850
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
2560
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
2225
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
2200
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
2168
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
2151
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
2126
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
2100
How to create a custom service in the quotation
quotations
sales
how-to
1979
How to approve funding requests
finance
sales
quotations
Funds
1715
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1710
How do I create quotation templates?
quotations
how-to
settings
1625
What are possible reasons for a failed quotation signature?
quotations
1610
Quotation Authorisation without rules
Authorisation
quotations
1592
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1571
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1503
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1378
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
lease
custom
custom service
quotations
custom product
1293
Product Bundles - Linked Items
sales
Pricebook
quotations
1217
How to mark a quotation as a pipeline quotation from your workstack
how-to
sales
quotations
1192
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
1166
New Parameter: Sign Block with Terms
sales
quotations
Signature
1127
Customer Subscription Functionality
customer
record
Reports
Cases
users
appointment
tasks
quotations
Digest Feeds
Digests
Opportunity
Custom Reports
administration
1122
How to add call rate groups to a quotation
sales
how-to
quotations
1122
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
1102
'Quotation won edit' permission
Permissions
quotations
sales
1094
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
1088
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
1057
Product Bundles
sales
quotations
1051
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
1044
How to Configure Mobile BIll Cap in The Layer - Ofcom
ordering
assets
quotations
Pricebook
intercom
1015
Environment Settings - How to add Shipping Methods to the Layer
quotations
settings
ordering
how-to
1007
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
how-to
sales
custom service
1001
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
910
Product Hierarchy Overview
quotations
sales
800
Product Basket
Pricebook
quotations
sales
how-to
795
Reporting on Additional Funding
Funds
Reports
quotations
Opportunity
725
