Knowledgebase : PamBill Functions
RETRIEVING DELETED ITEMS _GENERAL INFORMATION_ PamBill maintains a "trash can" where all items are placed that you have deleted. Click on "Invoices" and you will see the trash option at the top right. The menu will show you how many items are in the t...
DELETING INVOICES OR CUSTOMERS _GENERAL INFORMATION_ Invoices and customers can be deleted by clicking on the gear icon to the far right of the order or customer. Click on "Invoices". Click on the gear icon of the order you want to delete and select "...
MANAGING INVOICE STATUSES _GENERAL INFORMATION_ PamBill has a preset workflow for order management. After importing the orders from Jimdo, the status of the orders is "Imported". You will see this in the list after clicking on "Invoices" in the top menu...
MANAGING YOUR CUSTOMERS _GENERAL INFORMATION_ PamBill provides a simple customer management module. Orders which are imported, are matched with existing customers. As a result, PamBill will not show duplicate customers. * Click on "Customers" in the...
HOW TO IMPORT DATA _GENERAL INFORMATION_ PamBill supports import of Jimdo shop order data. The order data is exported from Jimdo as CSV or XML file. PamBill supports the import of both types. * Export order data from Jimdo (please add you steps here...
SENDING INVOICES TO CUSTOMERS _GENERAL INFORMATION_ Currently PamBill supports sending invoices to customers manually. This means you download the invoice as PDF or ZIP file and send the invoices to your customers. In an upcoming release we will add the...
SETTING ADDITIONAL INFORMATION TO A JIMDO PAYMENT TYPE _GENERAL INFORMATION_ PamBill supports all Jimdo shop payment types. PamBill matches these from the imported orders data. The payment type is printed on the invoice. In addition, PamBill provides ...
HOW TO ADD YOUR OWN TEXT TO YOUR INVOICE _GENERAL INFORMATION_ PamBill allows you to add additional information on your invoices like opening hours of your store, promotions you have, news about your company or products, etc. * Click on "Options" in...
You can import a CSV or XML file. Both formats are fully supported. To start the import, login to PamBill. After you have logged in you will see a big import tile. You can either drag & drop the Jimdo file to that area or use the traditional file select...