# Design Manager Help Center

> Help center for Design Manager

## Getting Started

- [Getting Started Guide](https://help.designmanager.com/en/articles/8751378-getting-started-guide.md): Are you a new user to Design Manager? Learn about the resources available to you as you get started using Design Manager
- [Getting Started Tour Video](https://help.designmanager.com/en/articles/8797223-getting-started-tour-video.md): Watch this tour of Design Manager to help you get started using the program
- [Getting Started Company Settings Video](https://help.designmanager.com/en/articles/8441181-getting-started-company-settings-video.md): Watch this video to learn how to get started using Design Manager by entering your company information
- [Setting Up Your Company Information](https://help.designmanager.com/en/articles/8173514-setting-up-your-company-information.md): Learn how to add in your company's name, address, phone number, email, logo and time zone
- [User Settings](https://help.designmanager.com/en/articles/8173495-user-settings.md): Learn how to edit your name, title, email and add your email signature
- [Adding your Bank and Credit Card Information](https://help.designmanager.com/en/articles/8808190-adding-your-bank-and-credit-card-information.md): Learn how to add your bank and credit card information to record payments

## Managing & Working with Clients and Projects

- [Adding a Client](https://help.designmanager.com/en/articles/7669257-adding-a-client.md): Learn how to add a new client
- [Adding a Project](https://help.designmanager.com/en/articles/7897723-adding-a-project.md): Learn how to add a project
- [Project Document Tab](https://help.designmanager.com/en/articles/9583651-project-document-tab.md)
- [Adding an Item](https://help.designmanager.com/en/articles/7992045-adding-an-item.md): Learn how to add an item to a project
- [Item Groups](https://help.designmanager.com/en/articles/11205538-item-groups.md): Learn about Item Groups and how to create Groups
- [Editing an Item in a Project](https://help.designmanager.com/en/articles/8053584-editing-an-item-in-a-project.md): Learn how to edit an item in a project
- [Arranging Items on a Proposal or Invoice](https://help.designmanager.com/en/articles/12305658-arranging-items-on-a-proposal-or-invoice.md): Learn how to re-arrange Item layout on a Proposal
- [Copying Items](https://help.designmanager.com/en/articles/12328478-copying-items.md): Learn how to copy Items
- [Adding a Vendor](https://help.designmanager.com/en/articles/7926397-adding-a-vendor.md): Learn how to add a vendor
- [Adding a Time Entry](https://help.designmanager.com/en/articles/8011713-adding-a-time-entry.md): Learn how to add time spent on a project
- [Time Billing](https://help.designmanager.com/en/articles/9441278-time-billing.md): Learn how to enter time and bill your client for time along with managing time billing
- [Client Portal Settings](https://help.designmanager.com/en/articles/10301313-client-portal-settings.md): Learn how to set up the Client Portal to send Items, Proposals and Invoices to your Client for viewing, approving and paying
- [Understanding the Client Portal](https://help.designmanager.com/en/articles/10415700-understanding-the-client-portal.md): Learn how to use the Client Portal to send Items, Proposals and Invoices to your client for viewing, approving and paying
- [Creating a Proposal](https://help.designmanager.com/en/articles/8011794-creating-a-proposal.md): Learn how to create a Proposal for a Client
- [Editing a Proposal](https://help.designmanager.com/en/articles/8022725-editing-a-proposal.md): Learn how to edit a proposal after it has been created
- [How To Request an Additional Deposit on a Proposal](https://help.designmanager.com/en/articles/9483014-how-to-request-an-additional-deposit-on-a-proposal.md): Learn how to request an additional deposit from a client on a proposal
- [Proposal Document Styles](https://help.designmanager.com/en/articles/8124709-proposal-document-styles.md): See examples of the proposal document styles
- [Creating a Purchase Order](https://help.designmanager.com/en/articles/8031857-creating-a-purchase-order.md): Learn how to create a vendor purchase order for a project
- [Editing a Purchase Order](https://help.designmanager.com/en/articles/8032658-editing-a-purchase-order.md): Learn how to edit a Purchase Order after it has been created
- [Setting a Project to "Agent For" for Purchase Orders](https://help.designmanager.com/en/articles/14019764-setting-a-project-to-agent-for-for-purchase-orders.md): Learn how to set up "Agent For" Purchase Orders
- [Order Tracking](https://help.designmanager.com/en/articles/8505705-order-tracking.md): Learn how to track your Vendor orders
- [Create a Budget](https://help.designmanager.com/en/articles/9400244-create-a-budget.md): Learn how to create a budget for a project
- [Client & Project Reports](https://help.designmanager.com/en/articles/8155583-client-project-reports.md): Learn about the project reports you can run in Design Manager
- [Installing the Product Clipper](https://help.designmanager.com/en/articles/7264744-installing-the-product-clipper.md): Instructions on downloading the Design Manager product clipper
- [Work Orders & Workroom](https://help.designmanager.com/en/articles/8896149-work-orders-workroom.md): Learn how to add a workroom vendor and create a work order
- [Adding a Design Fee](https://help.designmanager.com/en/articles/8907841-adding-a-design-fee.md): Learn how to add a design fee to a project
- [Adding a Design Fee to an Item](https://help.designmanager.com/en/articles/8908050-adding-a-design-fee-to-an-item.md): Learn how to add a design fee to an item.
- [Adding a Discount to an Item](https://help.designmanager.com/en/articles/9260043-adding-a-discount-to-an-item.md): Learn how to add a discount to an item
- [How to Add a Markup to Your Item Cost](https://help.designmanager.com/en/articles/9197828-how-to-add-a-markup-to-your-item-cost.md)
- [Item Search](https://help.designmanager.com/en/articles/9557851-item-search.md): Learn how to search or find an Item or Component
- [Project Schedule](https://help.designmanager.com/en/articles/15423433-project-schedule.md): Learn about Project Schedules and how to create a Schedule
- [Item Status Tab](https://help.designmanager.com/en/articles/9586112-item-status-tab.md): Learn about the Status tab in an Item
- [Item Pricing Tab](https://help.designmanager.com/en/articles/15519651-item-pricing-tab.md): Learn about the Pricing tab in an Item
- [Item Workroom Tab](https://help.designmanager.com/en/articles/9586125-item-workroom-tab.md): Learn about the Workroom tab in an item
- [Item Documents Tab](https://help.designmanager.com/en/articles/9585986-item-documents-tab.md)
- [Component Special Instructions Tab](https://help.designmanager.com/en/articles/9586129-component-special-instructions-tab.md): Learn about the Special Instructions tab in a Component
- [Component Order Status Tab](https://help.designmanager.com/en/articles/9586132-component-order-status-tab.md): Learn about the Order Status tab in a Component
- [Component Documents Tab](https://help.designmanager.com/en/articles/9585984-component-documents-tab.md)
- [The Relationship between Items and Components](https://help.designmanager.com/en/articles/9264196-the-relationship-between-items-and-components.md): Learn more about the item and component concept within Design Manager
- [Entering Freight or Shipping](https://help.designmanager.com/en/articles/9265589-entering-freight-or-shipping.md): Learn how to enter freight or shipping
- [How to Add Sales Tax onto a Purchase Order](https://help.designmanager.com/en/articles/9368464-how-to-add-sales-tax-onto-a-purchase-order.md): Learn how to add sales tax onto a purchase order
- [How to Close and Reopen a Project](https://help.designmanager.com/en/articles/9211032-how-to-close-and-reopen-a-project.md)
- [How to Set a Vendor to Inactive or Active](https://help.designmanager.com/en/articles/9210682-how-to-set-a-vendor-to-inactive-or-active.md)
- [Clients Want to Pay Vendors Directly](https://help.designmanager.com/en/articles/9455345-clients-want-to-pay-vendors-directly.md): Setting Up Design Manager to work if your Clients want to pay Vendors Directly
- [Purchase Order & Work Order Document Styles](https://help.designmanager.com/en/articles/9420444-purchase-order-work-order-document-styles.md): See examples of the Purchase Order and Work Order document styles
- [How Component Types are Displayed on the Proposal and Invoice](https://help.designmanager.com/en/articles/9482763-how-component-types-are-displayed-on-the-proposal-and-invoice.md)
- [How can I manage client documents and approvals within Design Manager?](https://help.designmanager.com/en/articles/12784816-how-can-i-manage-client-documents-and-approvals-within-design-manager.md)
- [Clarification on the Purchase Order Listing Report](https://help.designmanager.com/en/articles/13045968-clarification-on-the-purchase-order-listing-report.md)
- [Create a Request for Quote or Bid](https://help.designmanager.com/en/articles/13377061-create-a-request-for-quote-or-bid.md): Learn how to create a request for quote or bid from a Vendor or multiple Vendors to decide who you may purchase the item from or to get a cost quote
- [How to send and edit a Client Retainer Request](https://help.designmanager.com/en/articles/15422956-how-to-send-and-edit-a-client-retainer-request.md): Learn how to send a client retainer request and change or edit the requested retainer.
- [How can I set and update client deposit percentages in the Design Manager Client Portal?](https://help.designmanager.com/en/articles/14040395-how-can-i-set-and-update-client-deposit-percentages-in-the-design-manager-client-portal.md)
- [How can I suppress location headers to remove totals within a proposal in Design Manager?](https://help.designmanager.com/en/articles/12885112-how-can-i-suppress-location-headers-to-remove-totals-within-a-proposal-in-design-manager.md)
- [Why does the cost display as $0 in Design Manager when using Fee \(% type\), and how can this be changed?](https://help.designmanager.com/en/articles/12885135-why-does-the-cost-display-as-0-in-design-manager-when-using-fee-type-and-how-can-this-be-changed.md)
- [How can I update ship-to addresses or warehouse details and apply those changes to items, POs, or projects?](https://help.designmanager.com/en/articles/12946243-how-can-i-update-ship-to-addresses-or-warehouse-details-and-apply-those-changes-to-items-pos-or-projects.md)
- [How can I manage vendor information and analyze vendor data in Design Manager?](https://help.designmanager.com/en/articles/12946794-how-can-i-manage-vendor-information-and-analyze-vendor-data-in-design-manager.md)
- [How can I manage open purchase orders in Design Manager, including removing zero-balance POs from the report?](https://help.designmanager.com/en/articles/13455471-how-can-i-manage-open-purchase-orders-in-design-manager-including-removing-zero-balance-pos-from-the-report.md)
- [Understanding Item Statuses](https://help.designmanager.com/en/articles/14828567-understanding-item-statuses.md): Learn how Item Statuses in Design Manager track where each Item is in your workflow, updating automatically as you create proposals, purchase orders, and invoices — or manually when needed

## Accounting

- [Creating a Client Invoice](https://help.designmanager.com/en/articles/8054800-creating-a-client-invoice.md): Learn how to create a Client Invoice
- [Preview a Client Invoice before Posting](https://help.designmanager.com/en/articles/12608229-preview-a-client-invoice-before-posting.md): Learn how to preview a Client Invoice and make edits before posting
- [Client Invoice Adjustment or Override](https://help.designmanager.com/en/articles/13142334-client-invoice-adjustment-or-override.md): Learn how to adjust or override the Client Invoice Price, Quantity, Taxable Amounts, and Deposit to Apply for the Item when creating an Client Invoice
- [Record a Payment](https://help.designmanager.com/en/articles/8125533-record-a-payment.md): Learn how to record various payments like retainers and deposits from your client
- [Enter a Bill](https://help.designmanager.com/en/articles/8155480-enter-a-bill.md): Learn how to enter a vendor bill and other expenses
- [Check Printing](https://help.designmanager.com/en/articles/9523364-check-printing.md): Learn how to print checks directly from Design Manager
- [Accounting Reports](https://help.designmanager.com/en/articles/8167563-accounting-reports.md): Learn about the accounting reports you can run in Design Manager
- [Enter a Client Refund or Credit](https://help.designmanager.com/en/articles/8177979-enter-a-client-refund-or-credit.md): Learn how to enter a client refund or credit on the clients account
- [Fixing Mistakes on a Client Invoice](https://help.designmanager.com/en/articles/8448619-fixing-mistakes-on-a-client-invoice.md): Learn how to fix mistakes on a Client Invoice after it has been posted
- [How to Update the Client Item Descriptions on an Invoice](https://help.designmanager.com/en/articles/9400475-how-to-update-the-client-item-descriptions-on-an-invoice.md): Learn how to update client item descriptions on an invoice that has already been posted/accepted.
- [Enter a Journal Entry](https://help.designmanager.com/en/articles/8814183-enter-a-journal-entry.md): Learn how to enter a journal entry
- [Connecting Bank and Credit Card Accounts](https://help.designmanager.com/en/articles/10301258-connecting-bank-and-credit-card-accounts.md): Learn how to connect your bank and credit card accounts to Design Manager to have transactions automatically downloaded
- [Bank Data Import](https://help.designmanager.com/en/articles/10366776-bank-data-import.md): Learn how to add the transactions downloaded from a bank or credit card account.
- [Enter a Payment on a Credit Card](https://help.designmanager.com/en/articles/8912820-enter-a-payment-on-a-credit-card.md): Learn how to enter a payment against/towards your credit card
- [Credit Card Reconciliation](https://help.designmanager.com/en/articles/9893799-credit-card-reconciliation.md): Learn how to reconcile your credit card
- [Checkbook Reconciliation](https://help.designmanager.com/en/articles/10301326-checkbook-reconciliation.md): Learn how to Reconcile your Checkbook or Bank Account
- [Transaction Search](https://help.designmanager.com/en/articles/9558017-transaction-search.md): Learn how to search or find accounting transactions
- [Recording a Commission Check as a Miscellaneous Cash Receipt](https://help.designmanager.com/en/articles/9147227-recording-a-commission-check-as-a-miscellaneous-cash-receipt.md)
- [How to Void a Payment under Cash Receipts](https://help.designmanager.com/en/articles/9264486-how-to-void-a-payment-under-cash-receipts.md): Learn how to void an already entered cash receipt payment
- [How to move funds \(money\) from one document to another](https://help.designmanager.com/en/articles/9197472-how-to-move-funds-money-from-one-document-to-another.md): Learn how to move funds or money from a Proposal or Invoice to another Proposal or Invoice
- [How to Enter a Reimbursable Charge or Expense](https://help.designmanager.com/en/articles/9307396-how-to-enter-a-reimbursable-charge-or-expense.md): Learn how to enter a reimbursable charge or expense that the client will reimburse you for
- [Entering a Payment when the Amount is Different than Requested](https://help.designmanager.com/en/articles/9391731-entering-a-payment-when-the-amount-is-different-than-requested.md)
- [Entering Payroll](https://help.designmanager.com/en/articles/9368625-entering-payroll.md): Learn how to create and enter payroll
- [8 Year-End Reports That Will Make Tax Season Easier](https://help.designmanager.com/en/articles/9627479-8-year-end-reports-that-will-make-tax-season-easier.md): Learn about the reports that are needed for business planning, year end tax reporting and that your accounting professional may require
- [Work in Process](https://help.designmanager.com/en/articles/9483182-work-in-process.md): Learn about the Work in Process Account in Design Manager
- [Invoice Document Styles](https://help.designmanager.com/en/articles/9420303-invoice-document-styles.md): See examples of the Invoice document styles
- [How to Suppress or Hide Employee Name on Time Invoices](https://help.designmanager.com/en/articles/9465380-how-to-suppress-or-hide-employee-name-on-time-invoices.md): Learn how to remove the employee name from Time Invoices
- [How to Edit or Add a Sales Category](https://help.designmanager.com/en/articles/9466156-how-to-edit-or-add-a-sales-category.md)
- [How to Add an Account \(General Ledger Account\)](https://help.designmanager.com/en/articles/9482482-how-to-add-an-account-general-ledger-account.md)
- [Transfer Data & Accounting](https://help.designmanager.com/en/articles/9490958-transfer-data-accounting.md): Learn how to add data and accounting from a previous accounting or project management software and create opening balances in Design Manager
- [How can I manage vendor credit card payments and reconcile credits in Design Manager effectively?](https://help.designmanager.com/en/articles/12784789-how-can-i-manage-vendor-credit-card-payments-and-reconcile-credits-in-design-manager-effectively.md)
- [Refund a Client's Over Payment](https://help.designmanager.com/en/articles/12824139-refund-a-client-s-over-payment.md): Learn how to enter a refund on a Client's over payment
- [How can I investigate and resolve discrepancies in the 'Other transactions affecting' section of the Open Client Deposit report?](https://help.designmanager.com/en/articles/12885106-how-can-i-investigate-and-resolve-discrepancies-in-the-other-transactions-affecting-section-of-the-open-client-deposit-report.md)
- [How can I void or undo Client payments in Design Manager?](https://help.designmanager.com/en/articles/12902322-how-can-i-void-or-undo-client-payments-in-design-manager.md)
- [How does Stripe work in Design Manager, and how can I handle payout and dispute issues?](https://help.designmanager.com/en/articles/12946310-how-does-stripe-work-in-design-manager-and-how-can-i-handle-payout-and-dispute-issues.md)
- [How can I investigate and resolve discrepancies in the 'Other transactions affecting' section of the Aged A/R Report?](https://help.designmanager.com/en/articles/13046237-how-can-i-investigate-and-resolve-discrepancies-in-the-other-transactions-affecting-section-of-the-aged-a-r-report.md)
- [How can I investigate and resolve discrepancies in the 'Other transactions affecting' section of the Aged A/P Report?](https://help.designmanager.com/en/articles/13056859-how-can-i-investigate-and-resolve-discrepancies-in-the-other-transactions-affecting-section-of-the-aged-a-p-report.md)
- [How can I investigate and resolve discrepancies in the 'Other transactions affecting' section of the WIP Report?](https://help.designmanager.com/en/articles/13064489-how-can-i-investigate-and-resolve-discrepancies-in-the-other-transactions-affecting-section-of-the-wip-report.md)
- [How do I update credit card account settings to hide an old card in the Design Manager app?](https://help.designmanager.com/en/articles/13240601-how-do-i-update-credit-card-account-settings-to-hide-an-old-card-in-the-design-manager-app.md)
- [How can I resolve common issues with vendor invoicing and profit analysis in Design Manager?](https://help.designmanager.com/en/articles/13240608-how-can-i-resolve-common-issues-with-vendor-invoicing-and-profit-analysis-in-design-manager.md)
- [How do I manage or adjust Client & Vendor invoices in Design Manager?](https://help.designmanager.com/en/articles/13240689-how-do-i-manage-or-adjust-client-vendor-invoices-in-design-manager.md)
- [How do I manage and transfer vendor deposits across purchase orders?](https://help.designmanager.com/en/articles/13240756-how-do-i-manage-and-transfer-vendor-deposits-across-purchase-orders.md)
- [Understanding and Cleaning Up Open Vendor Deposits, Open Purchase Orders, and Work In Process](https://help.designmanager.com/en/articles/13065538-understanding-and-cleaning-up-open-vendor-deposits-open-purchase-orders-and-work-in-process.md)
- [Why does the sales tax on my invoice differ from the original proposal or estimate?](https://help.designmanager.com/en/articles/13455363-why-does-the-sales-tax-on-my-invoice-differ-from-the-original-proposal-or-estimate.md)
- [How to Transfer Funds Between projects](https://help.designmanager.com/en/articles/13455542-how-to-transfer-funds-between-projects.md): In many cases, a client may have multiple projects active at the same time. Occasionally, funds need to be transferred between these projects to pay down proposal or invoice balances. Below is the ...
- [How do fiscal months and transaction dates impact reconciliation and reporting in Design Manager?](https://help.designmanager.com/en/articles/13536882-how-do-fiscal-months-and-transaction-dates-impact-reconciliation-and-reporting-in-design-manager.md)
- [How do I manage 1099 reporting in Design Manager?](https://help.designmanager.com/en/articles/13639931-how-do-i-manage-1099-reporting-in-design-manager.md)
- [How do I process bank deposits and address discrepancies in cash receipt journals in Design Manager?](https://help.designmanager.com/en/articles/13640838-how-do-i-process-bank-deposits-and-address-discrepancies-in-cash-receipt-journals-in-design-manager.md)
- [Removing credit cards](https://help.designmanager.com/en/articles/13704691-removing-credit-cards.md)
- [Why Isn’t Sales Tax Showing on My Proposal?](https://help.designmanager.com/en/articles/14093837-why-isn-t-sales-tax-showing-on-my-proposal.md)
- [Tracking Down Reconciliation Issues](https://help.designmanager.com/en/articles/14220051-tracking-down-reconciliation-issues.md): Reconciling bank and credit card accounts ensures entry accuracy. Duplicate, voided, edited, or incorrect entries can cause balance issues, this article covers tips to resolve them.
- [Voiding Vendor Payments & Common Issues with Voiding Payments](https://help.designmanager.com/en/articles/14464590-voiding-vendor-payments-common-issues-with-voiding-payments.md): Sometimes a vendor bill or expense needs to be corrected due to inaccurate amounts, incorrect dates, or other issues. This article walks you through the steps to void a payment so you can make the ...
- [How can I manage retainer and deposit applications effectively in invoices?](https://help.designmanager.com/en/articles/12784711-how-can-i-manage-retainer-and-deposit-applications-effectively-in-invoices.md)
- [Vendor Credits: How to Apply & Common Situations](https://help.designmanager.com/en/articles/14599159-vendor-credits-how-to-apply-common-situations.md): Vendors will often issue a credit on account instead of a refund. This article walks you through how to apply those credits to current or future bills, along with guidance on handling common scenar...
- [Cleaning up & Removing Open Client Deposits](https://help.designmanager.com/en/articles/14711154-cleaning-up-removing-open-client-deposits.md): Open Client Deposits consist of two components: the project’s retainer balance and any remaining deposits tied to proposals. This article explains how to interpret the A/R & Deposit Summary report ...
- [Enter a Vendor Return or Credit: Tied to A Purchase Order or Work Order](https://help.designmanager.com/en/articles/14982317-enter-a-vendor-return-or-credit-tied-to-a-purchase-order-or-work-order.md): There are times where you will receive a refund or credit on your account from a Vendor. This should be recorded in Design Manager.
- [Dealing with HST on Proposals, Purchase Orders & Client Invoices](https://help.designmanager.com/en/articles/15019782-dealing-with-hst-on-proposals-purchase-orders-client-invoices.md): 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 by default, settings wit...
- [Using Points to Pay a Bill](https://help.designmanager.com/en/articles/15233662-using-points-to-pay-a-bill.md): Many credit card companies offer rewards points for purchases made with their cards. This article outlines how to record a purchase that was paid using those reward points.
- [Understanding the Sales Category Mapping](https://help.designmanager.com/en/articles/15305732-understanding-the-sales-category-mapping.md): Sales Categories in Design Manager are used to map the sale of specific goods and services to the appropriate Sales and Cost of Goods Sold \(COGS\) accounts that appear on your Income Statement.
- [Understanding Profit, Cash Flow, and Financial Reports](https://help.designmanager.com/en/articles/15861820-understanding-profit-cash-flow-and-financial-reports.md): Learn how profit is measured in accrual accounting, how Design Manager estimates and tracks project profitability, and how to use key financial reports to monitor profit, cash flow, and overall bus...

## Inventory

- [Managing Inventory Items](https://help.designmanager.com/en/articles/10206203-managing-inventory-items.md): Learn how to manage your Inventory/Stock Items
- [How can I manage donated inventory items in Design Manager?](https://help.designmanager.com/en/articles/13639938-how-can-i-manage-donated-inventory-items-in-design-manager.md)

## Settings

- [Company Settings Video](https://help.designmanager.com/en/articles/9893742-company-settings-video.md): Watch this video to learn how to enter your company settings
- [Project, Pricing, and Document Settings](https://help.designmanager.com/en/articles/8032874-project-pricing-and-document-settings.md): Learn how to setup defaults for projects, pricing and documents
- [Adding & Managing Users](https://help.designmanager.com/en/articles/8173039-adding-managing-users.md): Learn how to manage and add users to your account
- [Accounting Settings](https://help.designmanager.com/en/articles/8173691-accounting-settings.md): Learn how to setup default accounts for Sales, COGS, Accounts Receivable and Accounts Payable
- [Adding a Sales Tax Code](https://help.designmanager.com/en/articles/9251997-adding-a-sales-tax-code.md): Learn how to add a sales tax percentage or code in Design Manager
- [Managing Glossaries or Lists](https://help.designmanager.com/en/articles/8173662-managing-glossaries-or-lists.md): Learn how to add and edit locations, sales categories, ship to codes, remarks, time activities, sales tax codes and units of measure
- [Proposal, Invoice & Purchase Order Remarks and Conditions](https://help.designmanager.com/en/articles/8891919-proposal-invoice-purchase-order-remarks-and-conditions.md): Learn about adding remarks to proposals and invoices and conditions for purchase orders
- [User Security Roles](https://help.designmanager.com/en/articles/9221415-user-security-roles.md): Learn about the different user security roles
- [How to Customize a Component](https://help.designmanager.com/en/articles/9231231-how-to-customize-a-component.md)
- [How can I set up multiple email addresses for clients and projects in Design Manager?](https://help.designmanager.com/en/articles/13414947-how-can-i-set-up-multiple-email-addresses-for-clients-and-projects-in-design-manager.md)
- [What are billing settings in Design Manager, and how do they work?](https://help.designmanager.com/en/articles/14037411-what-are-billing-settings-in-design-manager-and-how-do-they-work.md)

## Video Tutorials & Recorded Webinars

- [New & Coming Soon Features Webinar](https://help.designmanager.com/en/articles/12658056-new-coming-soon-features-webinar.md): Watch the October 7, 2025 Webinar on New & Coming Soon Features
- [Project Features in Web Webinar](https://help.designmanager.com/en/articles/12683592-project-features-in-web-webinar.md): Watch the October 21, 2025 Webinar on Project Features
- [Accounting Features in Web Webinar](https://help.designmanager.com/en/articles/12747234-accounting-features-in-web-webinar.md): Watch the November 4, 2025 Webinar on Accounting Features
- [Web Review and Q&A Webinar](https://help.designmanager.com/en/articles/13215731-web-review-and-q-a-webinar.md): Watch the December 4, 2025 Webinar on a review of all new features and Q&A
- [New Feature Webinar](https://help.designmanager.com/en/articles/10516938-new-feature-webinar.md): Watch the February 2025 Webinar on New Features
- [Introduction to Project Features Video](https://help.designmanager.com/en/articles/9134152-introduction-to-project-features-video.md): Watch this video to learn more about the project features like adding Items, creating Proposals and Purchase Orders
- [Introduction to Accounting Features Video](https://help.designmanager.com/en/articles/9134161-introduction-to-accounting-features-video.md): Watch this video to learn more about the accounting features like adding payments, creating Vendor and Client Invoices
- [Adding a Sales Tax Code Video](https://help.designmanager.com/en/articles/8470173-adding-a-sales-tax-code-video.md): Watch this video to learn how to add a sales tax percentage or code
- [Adding an Item Manually Video](https://help.designmanager.com/en/articles/8441152-adding-an-item-manually-video.md): Watch the video to learn how to add an item manually without using the product clipper
- [Adding an Item Using the Product Clipper Video](https://help.designmanager.com/en/articles/8441161-adding-an-item-using-the-product-clipper-video.md): Watch this video to learn how to add an Item using the product clipper
- [Editing an Item in a Project Video](https://help.designmanager.com/en/articles/8448265-editing-an-item-in-a-project-video.md): Watch this video to learn how to edit an item in a project
- [Creating a Proposal Video](https://help.designmanager.com/en/articles/8441171-creating-a-proposal-video.md): Watch this video to learn how to create a proposal
- [Editing a Proposal Video](https://help.designmanager.com/en/articles/8448936-editing-a-proposal-video.md)
- [Entering a Retainer Payment Video](https://help.designmanager.com/en/articles/8750972-entering-a-retainer-payment-video.md): Watch this video to learn how to enter a Retainer payment
- [Entering a Client Deposit Payment Video](https://help.designmanager.com/en/articles/8750997-entering-a-client-deposit-payment-video.md): Watch this video to learn how to enter a Client deposit payment on a Proposal
- [Creating a Purchase Order Video](https://help.designmanager.com/en/articles/8466796-creating-a-purchase-order-video.md): Watch this video to learn how to create a Purchase Order
- [Editing a Purchase Order Video](https://help.designmanager.com/en/articles/8466833-editing-a-purchase-order-video.md): Watch this video to learn how to edit a Purchase Order
- [Creating a Client Invoice Video](https://help.designmanager.com/en/articles/8449054-creating-a-client-invoice-video.md): Watch this video to learn how to create an invoice for a client
- [Entering a Client Invoice Payment Video](https://help.designmanager.com/en/articles/8751027-entering-a-client-invoice-payment-video.md): Watch this video to learn how to enter a Payment on a Client Invoice
- [Fixing Mistakes on a Client Invoice Video](https://help.designmanager.com/en/articles/8475426-fixing-mistakes-on-a-client-invoice-video.md): Watch this video to learn how to fix mistakes on a Client Invoice
- [Entering a Vendor Invoice Video](https://help.designmanager.com/en/articles/8747653-entering-a-vendor-invoice-video.md): Watch this video to learn how to enter a Vendor Invoice
- [Entering a Vendor Deposit Video](https://help.designmanager.com/en/articles/8747660-entering-a-vendor-deposit-video.md): Watch this video to learn how to enter a Vendor deposit
- [Entering an Expense or Miscellaneous Bill Video](https://help.designmanager.com/en/articles/8747662-entering-an-expense-or-miscellaneous-bill-video.md): Watch this video to learn how to enter a General expense or Miscellaneous Bill
- [Credit Card Reconciliation Video](https://help.designmanager.com/en/articles/9953038-credit-card-reconciliation-video.md): Watch this video to learn how to reconcile your credit card
- [Enter a Refund on a Paid Invoice Video](https://help.designmanager.com/en/articles/8766672-enter-a-refund-on-a-paid-invoice-video.md): Watch this video to learn how to enter a refund for an Item or Items that have been paid in full on a Client Invoice
- [Enter a Refund on a Clients Retainer Video](https://help.designmanager.com/en/articles/8766686-enter-a-refund-on-a-clients-retainer-video.md): Watch this video to learn how to enter a refund on a Clients retainer
- [Time Billing Video](https://help.designmanager.com/en/articles/9616016-time-billing-video.md): Watch this video to learn how to add and invoice a time entry
- [Order Tracking Video](https://help.designmanager.com/en/articles/9616022-order-tracking-video.md): Watch this video to learn how to track your Vendor orders
- [Adding your Bank and Credit Card Information Video](https://help.designmanager.com/en/articles/9616030-adding-your-bank-and-credit-card-information-video.md): Watch this video to learn how to add your bank and credit card information
- [Adding a Client Video](https://help.designmanager.com/en/articles/9616064-adding-a-client-video.md): Watch this video to learn how to add a new client
- [Adding a Project Video](https://help.designmanager.com/en/articles/9616071-adding-a-project-video.md): Watch this video to learn how to add a project
- [Adding a Vendor Video](https://help.designmanager.com/en/articles/9616087-adding-a-vendor-video.md): Watch this video to learn how to add a vendor
- [Adding a Time Entry Video](https://help.designmanager.com/en/articles/9616091-adding-a-time-entry-video.md): Watch this video to learn how to add a time entry
- [Create a Project Budget Video](https://help.designmanager.com/en/articles/9616096-create-a-project-budget-video.md): Watch this video to learn how to create a project budget
- [Create an Item Budget Video](https://help.designmanager.com/en/articles/9616099-create-an-item-budget-video.md): Watch this video to learn how to create an item budget
- [Adding a Design Fee Video](https://help.designmanager.com/en/articles/9616101-adding-a-design-fee-video.md): Watch this video to learn how to add a design fee to a project
- [How to Set a Vendor to Inactive or Active Video](https://help.designmanager.com/en/articles/9616104-how-to-set-a-vendor-to-inactive-or-active-video.md): Watch this video to learn how to set a vendor to inactive or active
- [How to Close and Reopen a Project Video](https://help.designmanager.com/en/articles/9616106-how-to-close-and-reopen-a-project-video.md): Watch this video to learn how to close and reopen a project
- [Enter a Journal Entry Video](https://help.designmanager.com/en/articles/9616109-enter-a-journal-entry-video.md): Watch this video to learn how to enter a journal entry
- [How to Move Funds \(Money\) from One Document to Another Video](https://help.designmanager.com/en/articles/9616117-how-to-move-funds-money-from-one-document-to-another-video.md): Watch this video to learn how to move funds \(money\) from one document to another
- [How to Customize a Component Video](https://help.designmanager.com/en/articles/9616134-how-to-customize-a-component-video.md): Watch this video to learn how to customize a component

## DesignPay

- [How to Set Up DesignPay](https://help.designmanager.com/en/articles/10046343-how-to-set-up-designpay.md): Learn how to set up your DesignPay account.
- [DesignPay Settings](https://help.designmanager.com/en/articles/10176251-designpay-settings.md): Learn how to setup settings for DesignPay
- [DesignPay FAQs](https://help.designmanager.com/en/articles/10046295-designpay-faqs.md): Frequently asked questions and answers regarding DesignPay
- [DesignPay Chargebacks](https://help.designmanager.com/en/articles/10046281-designpay-chargebacks.md): Learn about Chargebacks in Design Pay and how to prevent and dispute Chargebacks

## Troubleshooting

- [Error when sending documents](https://help.designmanager.com/en/articles/8808062-error-when-sending-documents.md): Troubleshooting for error when sending documents like proposals, purchase orders, and invoices
- [Clearing Design Manager Cookies](https://help.designmanager.com/en/articles/8549035-clearing-design-manager-cookies.md): Learn how to clear out your Design Manager cookies if the program appears stuck
- [Purchase Orders are not Closing Automatically](https://help.designmanager.com/en/articles/9424901-purchase-orders-are-not-closing-automatically.md): How to fix Purchase Orders that are not closing automatically
- [How can I troubleshoot common issues with purchase orders in Design Manager?](https://help.designmanager.com/en/articles/12902230-how-can-i-troubleshoot-common-issues-with-purchase-orders-in-design-manager.md)

## Feature Releases

- [Project Time Entry](https://help.designmanager.com/en/articles/15110082-project-time-entry.md): Learn how to add a Time Entry in a Project
- [June 25, 2024 New Features](https://help.designmanager.com/en/articles/9522517-june-25-2024-new-features.md): Learn about the new features added to Design Manager
- [May 30, 2024 New Features](https://help.designmanager.com/en/articles/9396012-may-30-2024-new-features.md): Learn about the new features added to Design Manager
- [Multi Image Items](https://help.designmanager.com/en/articles/10034872-multi-image-items.md): Learn about our new feature where you can add multiple images to an Item

## General Information

- [Quick Text](https://help.designmanager.com/en/articles/14977229-quick-text.md): Learn how to use Quick Text to add remarks, special instructions and descriptions
- [Understanding the Dashboard](https://help.designmanager.com/en/articles/9853493-understanding-the-dashboard.md): Learn about what is shown on the Design Manager Dashboard
- [Change Billing Invoice Details](https://help.designmanager.com/en/articles/9953044-change-billing-invoice-details.md): Learn how to access and change your billing details
- [Available Training & Support](https://help.designmanager.com/en/articles/9431803-available-training-support.md): Learn about our resources for training and support
- [An Interior Design Business Model](https://help.designmanager.com/en/articles/9465269-an-interior-design-business-model.md): Learn about the flow of work or the design process in Design Manager
- [Organization of Design Projects in Design Manager](https://help.designmanager.com/en/articles/9465333-organization-of-design-projects-in-design-manager.md): Learn about how projects are defined and set up in Design Manager
- [The Accounting System](https://help.designmanager.com/en/articles/9465352-the-accounting-system.md): Learn about the accounting system in Design Manager
- [Design Manager Partners](https://help.designmanager.com/en/articles/6996571-design-manager-partners.md): Consultants and Partners provide professional services to your firm in order to increase your success.
- [Interior Design & Accounting Process in Design Manager](https://help.designmanager.com/en/articles/12109344-interior-design-accounting-process-in-design-manager.md): See a typical process or steps for when to enter information and transactions into Design Manager
- [What are the costs and options for switching between monthly and annual billing in Design Manager, and how do they differ?](https://help.designmanager.com/en/articles/12784794-what-are-the-costs-and-options-for-switching-between-monthly-and-annual-billing-in-design-manager-and-how-do-they-differ.md)
- [How can administrators reset a user's password in Design Manager?](https://help.designmanager.com/en/articles/13240746-how-can-administrators-reset-a-user-s-password-in-design-manager.md)
- [DM Web Workflow & Accounting Impact Guide](https://help.designmanager.com/en/articles/15182544-dm-web-workflow-accounting-impact-guide.md): The DM Web Workflow follows the lifecycle of a client project — from client creation through proposals, purchasing, invoicing, and final payment collection — while tracking the accounting impact at...