How To Upgrade To Enhanced Sale Line Items
All Cemify accounts are eligible for a free Enhanced Sale Line Items Upgrade!
This upgrade allows you to track SKUs, assign unique product/service names, and create tax rates for line items. It also allows for enhanced reporting, automatic tax calculation, and more accurate pre-population of line items in templates. This free and instant upgrade does not impact existing data, is recommended for most customers, and can be reversed if necessary upon request.
Any user who is an Account Administrator can follow the steps below to upgrade your account:
- Go to 'Account & system settings' from the top right menu:
- Under ‘SYSTEM CONFIGURATION’ go to 'Sales':
- Click the blue 'Upgrade Now' button on the top right:
NOTE: if this button is not there, your account has already been upgraded!
To learn more about what is included in this upgrade, please visit: