Print a Quotation Document

Print a Quotation Document

Overview

Once you have created a quotation, you need to be able to print a quotation document to send to the customer. This video explains the process to follow and there are  step by step instructions below the video.

How to Print a Quotation Document By 



Step By Step

  1. Open the Quotation.
  2. Use the Actions menu to select Go To Sales Invoice.
  3. The quotation will be in the Quotation/Print stage in the Sales Invoice Manager.
  4. Green select the quotation. 
  5. Use the Actions menu to select Print Quotation.
  6. Select Move Next to move the quotation to the Pending stage.

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