Quotes
Creating a Quote
Click the Quotes menu item and press the New button. The Create Quote screen will prompt you ...
Sending a Quote
Press the Action button from the Quote Edit screen, then select Email. Important: the Emai...
Converting a Quote Into an Invoice
Once a client has accepted your quote, you can convert it to an invoice on the Quote Edit screen ...
Copying a Quote
Press the Other button and choose Copy from the Quote Edit screen. Change the client's name if...
Attaching Files to a Quote
Files of any type may be uploaded as an attachment to a quote by clicking the Attachments tab on ...