Help us improve

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order.

 

The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes sent out but also to flag if they have been raised and not sent, sent but not approved and sent but not yet followed up. It would therefore provide a timeline of each interaction without having to use a seperate tool.

  • Kate Bennett
  • Nov 22 2018
  • Acknowledged
  • Attach files