Steps
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App In the app: start an estimate, order or invoice. At the top, next to «Help», there’s a white cart with an amber number: your open carts of that type.
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App Tap it to open «Continue»: the list of carts with their client. Tap one to pick up where you left off, or «Discard cart» to delete it.
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App It only counts the carts your role lets you see (with «own only», yours). With none, the cart doesn’t show.
Related guides
- Where do I set up discounts?
- Share an order PDF on WhatsApp (app)
- How do I add the CRM to my account and try it for free?
- Switch account or company on the web without logging out
- App menu: keep only what you use in sight
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