Design Manager

Watch this video to learn how to enter your company settings

Company Settings Video

Learn how to setup defaults for projects, pricing and documents

Project, Pricing, and Document Settings

Learn how to manage and add users to your account

Adding & Managing Users

Learn how to setup default accounts for Sales, COGS, Accounts Receivable and Accounts Payable

Accounting Settings

Learn how to add a sales tax percentage or code in Design Manager

Adding a Sales Tax Code

Learn how to add and edit locations, sales categories, ship to codes, remarks, time activities, sales tax codes and units of measure

Managing Glossaries or Lists

Learn about adding remarks to proposals and invoices and conditions for purchase orders

Proposal, Invoice & Purchase Order Remarks and Conditions

Learn about the different user security roles

User Security Roles

How to Customize a Component

How can I set up multiple email addresses for clients and projects in Design Manager?

What are billing settings in Design Manager, and how do they work?

In Canada, HST is a required tax that must appear on purchase orders in order to comply with Canadian tax regulations. Because sales tax does not display on purchase orders…

Dealing with HST on Proposals, Purchase Orders & Client Invoices

Bobbie Combs

Jeremy Powers

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