Magnetic Support

With Magnetic, it's easy creating and sending your clients cost estimates. ***Note***Only users with Accounts Permissions can access this featur...

Magnetic is full of useful shortcuts that can save you loads of time. This includes creating tasks directly from line items in a cost estimate.  ***No...

Magnetic caters for companies who work with purchase orders. What is a Purchase Order (PO)? A purchase order (PO) is a commercial document and first ...

There are two methods for creating a tax invoice on Magnetic. METHOD 1: Create a Tax Invoice(TI) directly from a cost Estimate ***Note*** You can o...

There are two methods for creating a supplier invoice on Magnetic. METHOD 1: Create a Supplier Invoice(SI) directly from a Purchase Order(PO) Follow...

On Magnetic, you can create a Credit Note(CN) directly from a Tax Invoice(TI) Follow these steps: Hover your mouse cursor over accounts. Click o...

You can easily keep track of your company expenses with Magnetic. Follow these steps to add expenses: Hover over Accounts with your mouse cursor. Cli...

Do you have multiple billing type names for various positions but only want clients to see a single name?  For example, you have assigned a billing rat...

Activating this feature restricts the ability to bill only selected customers and suppliers by Account Administrators. Follow these steps to activa...

In this tutorial we will cover a standard workflow to following for creating, approving Cost Estimates and through to getting them Billed. This is a thoroug...