Help / OmniHorizon AI CRM

How to · OmniHorizon AI CRM

Work from quote to invoice

A Windows business workspace for customer records, stock, quotes, and invoices, with a local data model. Check the controls in your installed version before acting.

  1. Add or select the customer and review the relevant stock or service items.
  2. Build and review the quote in OmniHorizon.
  3. When the work is ready to bill, create an invoice from the quote and check all details before sending it through your chosen channel.

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