TekMatix Blog & Help Articles
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How To Track Estimate Activity in Tekmatix: From Sent to Signed
Learn how to use Tekmatix's new estimate tracking feature to view the full activity history of any estimate — from sent to signed — and take faster action to close deals. ...more
Payment ,Invoices
October 27, 2025•2 min read
How To Automatically Generate Invoices from Signed Documents in Tekmatix
Save time and improve billing accuracy with Tekmatix automatic invoice generation. Learn how to set up, manage, and edit invoices created from signed documents. ...more
Payment ,Invoices &Documents and Contracts
October 15, 2025•3 min read
How to Track Viewed Estimates and Automate Follow-Ups in Tekmatix
Tekmatix’s latest update makes managing estimates smarter! Track viewed estimates with new filters, auto-import product descriptions, prevent skipped invoice numbers, and add more detailed description... ...more
Invoices
September 11, 2025•2 min read
How To Import Old Invoices into Tekmatix Using a CSV File
Learn how to import old invoices into Tekmatix using a CSV file. Follow simple steps to upload, map taxes, and consolidate your billing history without manual entry. ...more
Invoices
August 17, 2025•2 min read
How To Automate Recurring Invoices Using Tekmatix Workflows
Learn how to automate recurring invoices using Tekmatix workflows. Set frequencies, start dates, and auto-pay options for seamless billing cycles in just a few steps. ...more
Invoices ,Workflow Guides &Workflow Triggers
August 17, 2025•2 min read
How To Send Invoices and Estimates with Attachments in Tekmatix
Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, le... ...more
Payment ,Invoices
June 21, 2025•2 min read
How To Import Invoices from QuickBooks Using a Specific Date Range in Tekmatix
Importing invoices from QuickBooks just got more powerful in Tekmatix. You no longer need to bring in every invoice from the beginning of time. With date-range support, you can now import only the inv... ...more
Integrations ,Invoices
June 14, 2025•2 min read
How To Offer Flexible Payment Plans with Tekmatix Estimates
Collect deposits, set installment plans, and automate invoices to get paid in stages instead of waiting for full payments upfront. ...more
Payment ,Invoices
June 12, 2025•3 min read
How To Record Backdated Transactions in Tekmatix Invoices
Tekmatix now allows you to manually record past payments with a specific date, ensuring your bookkeeping stays clean and accurate—especially when syncing reports or prepping for tax season. ...more
Payment ,Invoices
June 12, 2025•2 min read
How To Create and Send Estimates in Tekmatix
Introducing Tekmatix's Estimates feature! This tool allows you to send professional estimates to clients, gather quick accept/reject responses, and seamlessly convert approved estimates into invoices. ...more
Payment ,Invoices
April 24, 2025•3 min read
Attach Files Directly to Estimates & Invoices in Tekmatix: Streamline Your Client Communication
Attach Files Directly to Estimates & Invoices in Tekmatix: Streamline Your Client Communication ...more
Invoices
April 15, 2025•2 min read
Recurring Invoices: Editing now enabled
Recurring Invoices: Editing now enabled ...more
Invoices
April 15, 2025•1 min read
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