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Load Quote is used to open previously saved quotes for further additions.

To open a previously saved quote, select Invoice
from the Main Menu. From the drop down menu, select  Load Quote. The current list of quotes is displayed in the Load Quote list.
Highlight the current quote you wish to open. Click Ok, press Enter
or double click the entry to open the quote. The quote opens in the state in which it was last saved.

Edit the quote as required or convert the quote to a work order if the job was performed. If no quotes are currently held in the system, the Load Quote option will be greyed out and unavailable.

 

Invoicing Overview

New Quote / Client
New Quote / Vehicle
Load Quote

New Work Order/Client
New Work Order/Vehicle
Load Work Order

Invoice Register    
View Invoice
Print Invoice
Invoice Print Dates

New Tax Adjustment
Load Tax Adjustment

Edit a Finalised Invoice