Jump to content

Question

1 answer to this question

Recommended Posts

  • 0
Posted
On 12/15/2024 at 7:18 PM, Warren said:

Hi All,

Trying to figure out how to create quotes and wondered if you could advise?

Under Billing > Quotations I cant see the Add / Create quote button

 

Screenshot from 2024-12-16 03-14-02.png

Quotes can be created under the client's profile. If there is no client profile, create one and then click the [+] button in the widget on their profile.

image.png

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Answer this question...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
×
×
  • Create New...