Main Page
/ Accounts / Quotes
- Select the Accounts Tab. Select Invoicing/Quotes.
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- Complete the Movements after and Movements before fields as the date range you want to create the quote for.
- Click Next to move to Step 2.
- Use Step 2 to review the dates and scheduled movements for the quote and if required, add Parking.
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- To add parking, select a Parking Location from the dropdown menu and enter the start and end date and time.
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- In the Email Tab you can enter additional email addresses to send the quote to and personalise the email message.
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Main Page
/ Accounts / Quotes