Help us improve

Reports For Quotes Facility

We use quotes but do not for operational reasons convert quotes to invoices via Kashflow.

It would be helpful if reports could be produced from Quotes showing all quotes that have not yet been invoiced and indeed all quotes in a certain category ie job completed etc.

  • Guest
  • Jul 5 2018
  • Future Consideration
  • Attach files
  • Admin
    Julie Shepherd commented
    July 06, 2018 07:23

    Hello, it is possible to produce a report from the Customers > Transactions tab.  By using the filters, select which category of quotes you wish to print a report for and then click the printer icon.  We will also consider adding this function to the Quotes section.