Quoting/Invoicing

Building Quotes, Estimates, and Invoices

• Building a Quote/Estimate from Scratch
• Archiving a Quote or Estimate
• Building an Invoice

Quotes/Estimates

• Selecting between Quotes & Estimates

Invoices

• Why are my work order parts not transferring over to an invoice?!
• Changing the Status of an Invoice & Adding Terms
• Adding Paid / Past Due Watermarks

Settings

• Changing Default Tax Rates / Sales Tax