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Showing results for tags 'quote'.
Found 7 results
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I lost my accounting data when I switched computers. I'm loading my active quotes and invoices. I'd like to have the same quote and invoice numbers as on the ones I sent out. How do I change the quote and invoice numbers?
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Hi there, Is it possible to edit or remove the default text that’s generated when sending an email (Quote & invoice) straight from the program? At the moment its sending with the following default messages: "This message contains Quote #NS8 from XXXXXXX. If you have questions about the contents of this message or Quote, please contact XXXXXXX. This email has been generated automatically by Express Invoice Invoicing Software from NCH Software" Can anyone assist? Regards -
We have 3 computers linked with the same Dropbox account and have a sync issue with quotes. We edit an existing quote and make changes and then the next day or the day after it all reverts back and the changes are gone like we never edited the quote. It just seems that the 2 PCs are not downloading the data from the main PC and are instead overwriting it with older versions of recently edited quotations. How can this be fixed?
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I've been using the software for a while and when I updated to a new version I lost the capability to click and drag an item to reorder on a quote or invoice? Am I missing something or is that function no longer working? It is quite inconvenient to not have the ability to reorder items as I desire. Thank you in advance for any assistance you can provide.
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Hi, Why is it in the WEB interface, having admin rights, in the QUOTES menu, when I choose create invoice from a specific quote, the RECORD button in unavailable? While in the normal program is available? Please comment
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How can I remove the unit price and total per line item on the quote and invoice. I only need a final total at the bottom of the quote or invoice. I do not want to show the itemize details per line item. Thanks
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I have a quote which I am about to transfer into an invoice. When this has been invoiced, I want to send over the customer their invoice, but only for part of the money. How do I keep one Invoice(the same invoice number), but send out a customer the Invoice in two parts? Is this possible? For example, the total job worth is £20,000 Materials cost £10,000 so you want this amount UPFRONT and the rest to be paid after works complete I want to send the client an Invoice for the upfront materials cost of £10,000 (so part of the Invoice) Then once the job finish, the £10,000 left over. Any ideas? Any advice welcome:) Bit stuck and may need to do this regularly from now on! Much appreciated.
