Questions and troubleshooting

Not yet. Send the quote or invoice to the client yourself, then select Mark as sent in Fylder so its status and due date are right. Sending from Fylder is planned.

Not yet. Record the payments you receive (card, cash, check, bank transfer or other) with Record payment on the invoice. Online card payments are planned.

Every line on a quote, job or invoice is a catalog item, so SKUs, costs and margins stay accurate. Type the name and choose Add a new catalog item: it's added to the catalog and the document at once.

Each line keeps a copy of the item as it was when you added it. That way, a quote the client already approved never changes behind your back. To use the new price, edit the line on the quote.

Items that are on a quote, job or invoice, or that have tracked stock, can only be archived. Archiving hides them from new documents and keeps your history correct.

Quotes that have been converted to a job are locked. Make changes on the job instead.

Paid invoices are locked. On a partly paid invoice, you can edit it, but the new total can't be less than what's already been paid.

Check the invoice status. You can't record a payment on a draft: select Mark as sent first. A payment also can't be more than the balance due.

Jobs on a project are billed together on the project's one final invoice. It covers the approved quote and any extra lines from every visit. See Bill a project.

Fylder shows every time in your company's time zone, not your device's. Check Settings → Company → Company time zone. See Company settings.

Jobs are assigned to people who sign in to Fylder. Invite them from Users & logins first. People without a login can still be assigned to project tasks from the Organization directory.

Fylder finds your tasks by matching you to a person in the Organization directory, by login or email. Ask an admin to add you to the directory with the email you sign in with.

More has been logged as used than was recorded in stock. Usually a delivery wasn't received in Fylder. Use Receive stock for the missing delivery, or Count stock to set the real amount.

Those need an owner or admin role. Members can do day-to-day work but can't change settings, the catalog or stock levels. See Roles and permissions.

Invitations expire. Ask the person who invited you to send a new one, or to copy the link again from Users & logins. Make sure you sign in or sign up with the same email the invitation was sent to.

Select your initials at the top right and choose the company under Switch team.