Once you have completed your onboarding to Winner Flex you can start the learning journey. The learning journey will take you through all of the steps required to start a design, create renders, send a quotation, create an order for the manufacturer and create invoices and payments for your customers, all in Winner Flex.
To see the entire course and the order of the modules go to: Getting Started: The Learning Journey
You will need to have completed Quote parts 1 and 2 before starting the Order section.
Order part 2 will show you how to create a payment calendar, raise invoices, credit notes and payment receipts.
Watch the video to see how to carry out these steps in Winner Flex.