Quick Instructions

Quick: Add a new Project
To add items, make proposals, and orders you'll need to first create the Project they will be attached to. This can be done quickly with the +Star...
Tue, Aug 2, 2016 at 11:34 AM
Quick: New Item to a Project
You can Add and Item to a Project, Proposal, Invoice, or Purchase Order in DesignerLogic by using the + Add Item button at the top of the page (if it&#...
Tue, Aug 2, 2016 at 11:43 AM
Quick: Convert Proposal to Invoice
We've just added a video on how to do this here.
Tue, Aug 2, 2016 at 11:49 AM
Quick: Remove Items from Invoice
NOTE: DesignerLogic has just been upgraded to optimize speed. Video Tutorials and Help Articles may not show the same 'look and feel' but the fu...
Fri, Jun 10, 2016 at 2:11 PM
Tax System Explanation
There are 3 stages of tax options- here’s what they mean and why.  1) The Project’s default tax rate: this is set so each new Proposal/Invoice on th...
Mon, Oct 31, 2016 at 6:46 AM
Proposals Status Totals Explanation
The Proposal Status notifications in the main Dashboard and Projects list is tabulated from what you set each Proposal’s ‘Internal Status’ as, on the propos...
Wed, Jan 24, 2018 at 9:22 AM
Taxing the Cost (what you pay) and not the Markup on an Item
Sometimes designers want to charge tax on just the Cost (what the designer pays) of an Item and not include their markup in the tax calculation. This explan...
Wed, Jan 24, 2018 at 11:02 AM