Updating credit card details Updating Credit Card details requires admin access to locate the required tab.– Click on your team name at the top...
How to purchase credits Purchasing credits requires admin access to locate the required tab as well as a current credit card added on file....
How to create an Estimate Template Creating Estimate templates can streamline the process for your Arrangers. Navigate to finance in the left hand menu of CRM,...
How to create an Estimate Click on “Estimates”, under “Finances”, in the left hand menu of FireHawkCRM (alternatively you can visit the Estimates list within...
Purchase Orders/Booking In Stock Create the Purchase Order Hover on “Stock” in the main left hand menu of FireHawk Funerals and click on the...
How to reauthenticate Xero integration Click on your team name in the top left of CRM to open Team Settings. Navigate to the “Integrations” tab...
How to integrate with Xero Click on your team name in the top left of CRM to open Team Settings. Navigate to the “Integrations” tab...
How to add a payment to an invoice Navigate to the client file in CRM. Select “Finances” in the top menu and then ‘Invoices”. Select the Invoice for...
Sending an invoice from Firehawk CRM to Xero To send an invoice to Xero, from the main left hand menu in CRM select ‘Finances’ and then ‘Invoices’. From...
Sending a payment from Firehawk CRM to Xero To send a payment to Xero, from the main left hand menu in CRM select ‘Finances’ and then ‘Payments’. From...
Add pricing to a stock item Open the stock item, scroll to pricing section and open it if it is collapsed. Click the ‘+’ icon next...
Pay on time discount to Xero When an invoice is sent to Xero with a pay on time discount applied, FireHawkCRM can add a new line...