Details of Quotes and Invoices Created (Clients)
When you do your bookkeeping, you will naturally want to invoice your clients for your services.
To show the Client invoices page:
- Point to the Clients' arrow and select Client invoices from the list.
The Client quotes & invoices page opens with a list of all the quotes and invoices that have been created in your platform:
- Click on Select to see the detailed page of the quote or invoice
- Click on the pointing down arrow next to Select if you want to Edit cost or go to the Cost page of the project.
- The purple icon is there to show you that a quote has been attached. Click on the icon to download the original document.
- The green icon is to show you that an invoice has been attached. Click on the icon to download the original document.
Note: You can also have access to this page by pointing to My company and clicking on Invoices-clients.