Archive for the ‘Modules’ Category

Enabling Snail Mail

Categories: Modules

CurdBee Snail Mail is offered as a free add-on. However, you also need to enable the Expansion Pack add-on to use it. To learn how to enable the Expansion Pack add-on, please check the following support article. CurdBee offers snail mail service via Postal Methods, and in order to use this feature you will need [...]

Using Recurring Billing

Categories: Modules

The Recurring Profiles feature in CurdBee allows you to bill a client at regular intervals. To use Recurring Billing with CurdBee you will first need to enable the Expansion Pack add-on and then enable the Recurring Billing add-on. If you have already enabled both of these add-ons, login to your account before following these steps. [...]

Generating Expense Reports

Categories: Modules

CurdBee Expense Reports are a great way for users of the Expense Tracking add-on to keep track of the hours they have spent. To access this feature, head to Expenses > Expense Reports. If you want to limit your report to certain projects or categories enter those values in respective fields. You can enter multiple [...]

Generating Time Reports

Categories: Modules

CurdBee Time Reports are a great way for users of the Time Tracking add-on to keep track of the hours they have spent. To access this feature, head to Time > Time Reports. If you want to limit your report to certain projects or tasks enter those values in respective fields. You can enter multiple [...]

Using Time Tracking

Categories: Modules

To begin, enable the Time Tracking add-on for your account. A new tab labeled Time will appear in your CurdBee tabs list. Click it and you will be taken to CurdBee’s Time Tracking homescreen. Towards the top of the screen, you see the calendar component. Below it sits the time record entry interface and on [...]

Using Expenses

Categories: Modules

To begin, enable the Expense Tracking add-on for your account. A new tab labeled Expenses will appear in your CurdBee tabs list. Click it and you will be taken to CurdBee’s Expense Tracking homescreen. Towards the top of the screen, you see the calendar component. Below it sits the expense entry interface and on the [...]

Sending Estimates

Categories: Modules

To use Estimates with CurdBee you will first need to enable the Expansion Pack add-on and then enable the Estimates add-on. If you have already enabled both of them, please make sure that you are logged in to your account before following these steps. If you enabled the Estimates add-on recently, you should have noticed [...]

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