Starter Guide
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      1. ClearGate & payup℠ Support Center
      2. Mobile App Support: payup℠
      3. Starter Guide

      Create a New Material

      New Materials can be created from the QUICK INVOICE, JOBS or ESTIMATES detail screens.

      New Materials can be created while entering details of a Quick Invoice, Job or Estimate. 

      Only Admins are able to edit or delete a Material from the Master List (through their More menu). This is why we suggest Admins create any popular and widely-used Materials to the Master List, so Employees can simply select it rather than creating a new one.

       

      From the QUICK INVOICE (button on Home), JOBS (clipboard icon) or ESTIMATES (calculator icon) screens:

      • Select or Create a QUICK INVOICE, JOB or ESTIMATE.

      • Select MATERIALS in the "Line Items" section. 

        select-materials-line-item-job-estimate-or-invoice

      • Click the (+) sign at the top right.  
        add-new-material

         

      • new-material-screen

        Enter the name of the Material. 

      • Enter description of that Material - optional. 

      • Enter pricing (quantity and unit price) for the Material. 

      • Choose whether the Material is taxable or non-taxable.
      • Switch the toggle for "Save to materials list" to ON, if you'd like to save it to the Master List for the entire Company to use in the future.

      • Select "SAVE" at the top right.