Simple quotes (legacy)
The older header only quotes outside the document chain.
Under Documents you find a second Quotes list for simple quotes (visible in All functions). These quotes have no line items in the document chain. "Convert to invoice" in the row menu creates a draft invoice from the quote with one line "Services as quoted"; "Open invoice" opens it afterwards.
Who can use this
- Owner
- Admin
- Accountant
- Sales
Good to know
- This list is kept for compatibility. Use the normal quotes with line items for new work.
Related
- Quotes
Create, send and follow up quotes until they are accepted.