Sales
Where to find Requests For Quotes, Quotes, Purchase Orders and Invoices and how they workflow to one another.
How to Connect Dusk FSM to Xero
Dusk FSM integrates with Xero to streamline accounting workflows by synchronizing General Ledger (GL) Codes, Purchase Orders, and Invoices between bot...
How to Create a Purchase Order in Dusk FSM
The Purchase Order (PO) module in Dusk FSM helps you efficiently manage supplier orders with seamless support for finance integrations, centralized br...
How to Create an Invoice from Billable Time in Dusk FSM
Dusk FSM allows organizations to convert approved billable time directly into customer Invoices, reducing manual administration and ensuring labour co...
How to Create an Invoice in the Dusk FSM
Creating professional invoices in Dusk FSM is quick and configurable, allowing you to send them directly to your Customers or sync with connected fina...
How to Create and Send a Request for Quotation RFQ in Dusk FSM
The Request for Quotation (RFQ) module in Dusk FSM allows you to request pricing from one or multiple suppliers, compare responses, and streamline the...
How to Create and Send Quotes in Dusk FSM
Creating and sending Quotes is fast and streamlined in Dusk FSM. Whether you're building a Quote manually or syncing opportunities from HubSpot, this...
How to Delete a Quote in Dusk FSM
Deleting a Quote in Dusk FSM is a simple process that includes safeguards to prevent accidental removal of customer-facing documents. To maintain sale...
How to Delete an Invoice in Dusk FSM
Deleting an Invoice in Dusk FSM includes safeguards to help maintain financial accuracy, auditability, and integration integrity. Only invoices that h...
How to Edit a Purchase Order in Dusk FSM
Dusk FSM allows you to edit unsent Purchase Orders, giving your team the flexibility to adjust supplier details, items, terms, and PO numbers before s...
How to Edit a Request for Quotation in Dusk FSM
In Dusk FSM, editing a Request for Quotation (RFQ) allows you to update supplier details, line items, expiry dates, references, and terms before the R...
How to Edit an Invoice in Dusk FSM
In Dusk FSM, Invoices can be edited while they remain in draft status. This allows you to update customer information, line items, references, and oth...
How to Edit Quotes in the Dusk FSM
Editing Quotes in Dusk FSM is simple and secure. Quotes can be updated while they remain in a draft or unsent state, allowing you to make corrections,...
How to Invoice Project Milestones in Dusk FSM
Project milestone invoicing in Dusk FSM allows you to create Invoices based on specific project stages, deliverables, or agreed billing milestones. Th...
How to Use QuickBooks Online with Dusk FSM
The Dusk FSM and QuickBooks Online integration provides a powerful connection between your field operations and accounting processes. By synchronizing...
RFQ to Invoice Workflow in Dusk FSM
Learn how to manage the complete procurement and invoicing process in Dusk FSM, from requesting supplier pricing through to creating customer invoices...