Creating Quotes

[Warren]

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

 

[Paul]

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

 

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.