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Showing results for tags 'quotes'.
Found 6 results
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Hello, I've been testing by my own the trial version and making workarounds to adapt it to my business, I'm ready to get the full license and actually to hire an additional person to help me with the quotation process, but... Should I get two licenceses? how can i sincronize both? It's supposed we will be working on separate computers but customers can reach any of both and we should be able to view and edit the previous quote the other made and send it to the customer. A friend of mine who refered to me this software told me, they use a remote desk (alike teamviewer) to do so but I'
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How can I delete multiple invoices or quotes from years ago? or how can I narrow down the aging report to be a customized period?
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I also receive QUOTES from different suppliers as well. It would be very useful if we can make QUOTES for customers and also have supplier QUOTES in the system, even if we have to enter the data manually.
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Good afternoon people. First time on here so please be patient with me. I have a major issue since the latest update. I have customers who changing site addresses but now when I change a site address on a quote or invoice it saves the site address on ALL previous quotes or invoices as well. This has affected 2 years worth of invoices, I have back ups but when I load them it changes the site address to the latest address. It happens to each account separately. Does anyone know why and what I do about it
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Hi there, I am trial testing Express Invoice for the business I help manage. I have come across a critical issue, we use a CCProxy Server for all our internet activities combined with ESET Endpoint Security on clients and the server obviously for security reasons and network control, the server also acts a File Share, DHCP Server, DNS Server and Intranet Web Server. Where the problem comes in is that whenever myself or another user attempts to send invoices and quotes from Express Invoice - the items are unable to send, being the IT and Accounts Manager I've investigated as far as
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I am a private residential Architect. 1/2 my clients are builders and 1/2 are private clients. I generally prepare a quote after reviewing a potential project and submit it to the prospective client. If they accept, I change it to a sales order and invoice from that base as things progress. At least that's the idea. I can't display a list of outstanding quotes or initiated sales orders. They just don't display. If I prepare and invoice and reference a sales order, the system "sees" it. Otherwise, not there! Am I nuts? Also, a client in my client ledger shows a balance due. They d
