Business Tools

• Create an Appointment Service

  Create an appointment service on your website to allow your customers to book an appointment and select their preferred time slot.

  Portfoliobox 4 |  Learn Business Tools Appointment Services  |  Created on: September 27, 2023

• Connect and disconnect staff from an Appointment Service

  By default, the staff you add to a service is automatically connected to that service. You can easily disconnect or connect staff to services. 

  Portfoliobox 4 |  Learn Business Tools Appointment Services  |  Created on: September 27, 2023

• Manage your Client Invoices

  In your invoice list, you can locate invoices based on the customer's name or invoice ID, and even narrow your search by invoice and delivery status.

  Portfoliobox 4 |  Learn Business Tools Client Invoices  |  Created on: October 16, 2023

• Convert a quote to an invoice

  You can convert accepted quotes into invoices with just a few clicks. This feature simplifies your workflow and enhances professionalism

  Portfoliobox 4 |  Learn Business Tools Quotes & Offers  |  Created on: November 6, 2023

• Edit a quote

  You can only edit the content of a quote if its status is Draft. A quote with the status Sent, Accepted, or Cancelled cannot be edited.

  Portfoliobox 4 |  Learn Business Tools Quotes & Offers  |  Created on: November 2, 2023

• Delete a quote

  You may find yourself in situations where a previously generated quote is no longer relevant due to evolving client needs or project requirements

  Portfoliobox 4 |  Learn Business Tools Quotes & Offers  |  Created on: November 6, 2023

• Duplicate a quote

  Craft a quote that serves as a template for proposals. Use the duplicate feature to save time.

  Portfoliobox 4 |  Learn Business Tools Quotes & Offers  |  Created on: November 6, 2023

• Manage your customer bookings

  Learn how to find and manage your customer bookings. Access booking details, search by customer name, and filter by Booking Title.

  Portfoliobox 4 |  Learn Business Tools Bookable Events  |  Created on: June 13, 2024

• Digital file size and formats

  Supported file formats are gif, jpg, jpeg, png, svg, zip, rar, mp3, mp4, mpeg, oga, ogv, opus, tar, wav, avi, epub, mobi, and prc. The maximum file size is 1 Gb

  Portfoliobox 4 |  Learn Business Tools File sharing  |  Created on: December 6, 2022

• Sell a digital product

  There are two ways to sell a digital product on your website. In both cases, the link will be emailed to the customer when the checkout is completed.

  Portfoliobox 4 |  Learn Business Tools File sharing  |  Created on: December 6, 2022

• Add personnel to an Appointment Service

  You can add people working in your company and available for booking, fill in their schedules, connect & disconnect them to services, and set individual rates.

  Portfoliobox 4 |  Learn Business Tools Appointment Services  |  Created on: September 27, 2023

• Delete a Client Invoice

  Whether you've created an invoice in error, or want to declutter your records, the delete option allows you to remove invoices from your list with ease.

  Portfoliobox 4 |  Learn Business Tools Client Invoices  |  Created on: October 16, 2023

• Manage customer appointments

  Discover how to easily find and manage customer appointments. Access appointment details, search by customer name, and filter by Service Title or Personnel.

  Portfoliobox 4 |  Learn Business Tools Appointment Services  |  Created on: June 13, 2024

• Duplicate a Client Invoice

  With a simple click, you can duplicate an existing invoice, and the duplicated invoice will instantly appear at the top of your invoice list.

  Portfoliobox 4 |  Learn Business Tools Client Invoices  |  Created on: October 16, 2023

• Quote vs. Invoice

  A quote is a document sent to a potential buyer before the work is done. An invoice is a financial document that requests payment when work has been finished.

  Portfoliobox 4 |  Learn Business Tools Quotes & Offers  |  Created on: November 2, 2023

• Add an Appointment Service to your site

  After creating an Appointment Service, the next step is to make it easy for your customers to book an appointment.

  Portfoliobox 4 |  Learn Business Tools Appointment Services  |  Created on: November 7, 2023

• Upload a digital file to your library

  You can upload digital files to your portfolio: ebooks, audio files, Lightroom presets, character designs, or other digital downloads. Then share or sell them.

  Portfoliobox 4 |  Learn Business Tools File sharing  |  Created on: December 6, 2022

• Share a digital file

  Once your file is uploaded in your library, you can generate a secure link and share it with your customers.

  Portfoliobox 4 |  Learn Business Tools File sharing  |  Created on: December 6, 2022

• Create a Client Invoice

  Whether you're selling physical products, digital files, or services, you can create, edit and send invoices seamlessly from your Portfoliobox admin panel.

  Portfoliobox 4 |  Learn Business Tools Client Invoices  |  Created on: October 16, 2023

• Edit a Client Invoice

  You can only edit the content of an invoice if its status is Draft. An invoice with the status Sent, Paid, Refunded, or Cancelled, cannot be edited. 

  Portfoliobox 4 |  Learn Business Tools Client Invoices  |  Created on: October 16, 2023

• Print a Client Invoice

  The printing option is a valuable tool for creating physical copies or digital records of your invoices.

  Portfoliobox 4 |  Learn Business Tools Client Invoices  |  Created on: October 16, 2023

• How your client accepts the quote

  After you send a quote, your client will receive an email containing a link to access the quote, check the details, and print it if they wish.

  Portfoliobox 4 |  Learn Business Tools Quotes & Offers  |  Created on: November 2, 2023

• Digital files overview

  You can upload, share, and sell digital files in your online portfolio: ebooks, audio files, Lightroom presets, character designs, or other digital downloads.

  Portfoliobox 4 |  Learn Business Tools File sharing  |  Created on: December 6, 2022

• Create a Bookable Event or Service

  Booking involves reserving a fixed event, such as a concert, an exhibition, or a yoga class, where the date and time are predetermined.

  Portfoliobox 4 |  Learn Business Tools Bookable Events  |  Created on: September 12, 2023

• View & Share your QR Code

  Our QR Code feature is designed to streamline in-person transactions, making them faster, more convenient, and secure.

  Portfoliobox 4 |  Learn Business Tools In-person Payments  |  Created on: October 26, 2023

• Create a quote

  You can create professional quotations that are tailored to your client's needs, complete with detailed information, pricing, and terms.

  Portfoliobox 4 |  Learn Business Tools Quotes & Offers  |  Created on: November 2, 2023

• Send a quote to your client

  You can easily send quotes to clients from your Portfoliobox admin panel. Just hit "send", and your clients will receive a professional quote in their inbox

  Portfoliobox 4 |  Learn Business Tools Quotes & Offers  |  Created on: November 2, 2023

• Use Event Booking Alternatives

  Booking Alternatives is a feature in the booking system that allows you to offer multiple date and time options for the same event, like classes or workshops.

  Portfoliobox 4 |  Learn Business Tools Bookable Events  |  Created on: September 12, 2023

• Understanding the invoice status

  In your invoice list, you can easily locate invoices based on the customer's name or invoice ID, and even narrow your search by invoice and delivery status.

  Portfoliobox 4 |  Learn Business Tools Client Invoices  |  Created on: October 16, 2023

• Download & Print your QR Code

  Instead of dealing with cash or complicated card readers, you simply display a QR code.

  Portfoliobox 4 |  Learn Business Tools In-person Payments  |  Created on: October 26, 2023

• Understanding the quote status

  In your quote list, you can quickly locate quotes based on the status of the quote or the customer's name.

  Portfoliobox 4 |  Learn Business Tools Quotes & Offers  |  Created on: November 2, 2023

• Event Services vs. Appointment Services

  Event Services and Appointment Services are two distinct concepts that have different meanings and uses. Learn how to differentiate between the two.

  Portfoliobox 4 |  Learn Business Tools Bookable Events  |  Created on: September 12, 2023

• Collect payments with Client invoices

  You can seamlessly create, edit and send invoices from your Portfoliobox admin panel.

  Portfoliobox 4 |  Learn Business Tools Client Invoices  |  Created on: October 12, 2023

• Collect payments with QR Codes

  Simplify transactions with Portfoliobox's QR Codes and accept payments in face-to-face interactions by presenting a QR code.

  Portfoliobox 4 |  Learn Business Tools In-person Payments  |  Created on: October 23, 2023

• Create a QR Code

  You can effortlessly accept payments in face-to-face interactions by presenting a QR code.

  Portfoliobox 4 |  Learn Business Tools In-person Payments  |  Created on: October 26, 2023

• Sell a Digital Asset with a Checkout button

  You can also add a Checkout button on any page to sell your assets and link it to a digital asset from your Library.

  Portfoliobox 4 |  Learn Business Tools File sharing  |  Created on: December 8, 2022

• Add Bookings or Events to Your Site

  Provide your customers with a convenient way to book their spots to your event with a Booking Page, Booking Section, or Booking Button.

  Portfoliobox 4 |  Learn Business Tools Bookable Events  |  Created on: September 12, 2023

• Send an invoice to a client

  Send invoices directly from your Portfoliobox admin panel; simply hit send, and your clients will receive a professional and easy-to-understand invoice straight

  Portfoliobox 4 |  Learn Business Tools Client Invoices  |  Created on: October 16, 2023