LootCRM

You can import customers from a CSV file:

1. Go to Customers > Import
2. Download our CSV template
3. Fill in your customer data
4. Upload the file
5. Map the columns to match our fields
6. Click Import

The 14-day free trial includes full access to all features:

• Unlimited customers, work orders, quotes, and invoices
• Email sending
• PDF generation
• All reports and analytics

No credit card is required to start. You'll only be asked to subscribe when the trial ends.

1. Go to Customers from the menu
2. Click Add Customer
3. Fill in the customer details
4. Click Save

Yes! When editing a customer, you can add multiple contacts. Each contact can have their own name, email, and phone number. You can choose which contact to send quotes and invoices to.

1. Go to Sales > New Sale
2. Select a customer
3. Add line items (products/services)
4. Click Save
5. Click Generate Quote to create the PDF
6. Click Send to email it to the customer

When viewing a sale/quote, simply click the Generate Invoice button. This will:

• Assign an invoice number
• Create the invoice PDF
• Allow you to email it to the customer

The original quote is preserved - you're just adding an invoice to the same sale.

1. Create a sale as normal
2. Check the Recurring option
3. Select the frequency (weekly, monthly, quarterly, yearly)
4. Set the start date
5. Save the sale

The system will automatically generate and optionally send invoices on the schedule you set.

Yes! With Revolut integration, your customers can pay invoices online with credit/debit cards. When you send an invoice, it includes a "Pay Now" button that takes them to a secure payment page powered by Revolut.

To enable online payments, add your Revolut API key to your .env file. Get your API key from Revolut Business settings.

1. Open the sale/invoice
2. Click Record Payment
3. Enter the amount, date, and payment method
4. Click Save

The invoice status will automatically update to "Paid" when the full amount is recorded.