Business Tools

Add an Appointment Service to your website

After creating your Appointment Services, the next step is to make it easy for your customers to book an appointment. To achieve this, you must create an...

Add bookings to your website

After creating your Event, the next step is to make it easy for your customers to book it. To achieve this, you must create a Bookable Services & Events page,...

Add personnel to an Appointment Service

You can add personnel to the booking system, set their schedules and rates, and connect them to services. They will appear in the booking process. Adding...

Booking Services vs. Appointment Services

Booking Services and Appointment Services are distinct concepts with different meanings and uses. Learn how to differentiate between the two. Booking Services...

Delete a quote

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

Collect payments with Client invoices

The Client Invoicing feature is a game-changer for freelancers and creative professionals. Graphic designers can send invoices for logo designs, photographers...

Collect payments with QR Codes

We're excited to bring you a brand-new way to simplify in-person payments – the QR Code feature! Now, you can effortlessly accept payments in face-to-face...

Convert a quote to an invoice

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

Create a Client Invoice

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

Create a quote

Create professional quotations tailored to your client's needs, with detailed information, pricing, and terms. Your clients can now accept quotes with a simple...

Create a QR Code

You can effortlessly accept payments in face-to-face interactions by presenting a QR code. When your customer scans the code with their mobile device, it...

Create an Appointment Service

With Appointment Services, your customers can easily view your calendar and select a suitable time for a personalised appointment. Create an Appointment...

Delete a Client Invoice

Whether you've created an invoice in error, need to replace it with a revised version, or simply want to declutter your records, the delete option allows you...

Digital file size and formats

File format The following file formats are supported: gif jpg jpeg png svg zip rar mp3 mp4 mpeg oga ogv opus tar wav avi epub mobi prc Library size The total...

Download & Print your QR Code

Imagine this scenario: You're at a craft fair, a local market, or meeting a client for a consultation. Instead of dealing with cash or complicated card...

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 with a new Invoice...

Duplicate a quote

You may find yourself in situations where you need to create a new quote that is similar to a previously generated one, perhaps to adjust for evolving client...

Edit a Client Invoice

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