Knowledgebase
Knowledgebase : PamBill Functions
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 "...
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...
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...
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...
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...
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...
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 ...
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...
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