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quote_proforma

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Quote

Quotation Editor

Functions Sub-Functions Description
Description The line item can be defined here
Unit Cost The cost per unit
Quantity The number of units
Line Total cost X quantity = line total
Add New Line Item Adding an additional line / another specific charge
Add Saved Line Item Add a line item that is for example commonly used or described specifically. This would be previously saved under “Save Line”
Remove Line Delete a line / charge on the invoice. Do this by clicking on the red X at the end of the line.
Save Line if you use common line descriptions, you can save them to avoid having to type them out again. Do this by clicking on the blue floppy disk at the end of the line.
Send via Email By marking this, the invoice will automatically be sent to the client, by unmarking the email will not be sent to the client. See also Email System Setup to set an email delay time to undo the sending of messages.
Save as Draft The invoice can be saved in a draft state. Draft invoices can be edited/deleted/saved as an invoice.
quote_proforma.1414488347.txt.gz · Last modified: 2014/10/28 09:25 by Lisa Adams