Training FAQ
FAQ Detail
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I want to bundle quotes and invoices together. How do I create a quote statement or invoice statement?
You can create Quote Statements or Invoice Statements from the Contract screen.
Note: The quote or invoice status must be Sent to generate a statement.
- Open the related Contract screen.
- Select the Quotes or Invoices tab.
- Select (check) each quote or invoice you want to include.
- Open the Action menu and select Quote or Invoice Statememt to generate the statement.
- From the Action menu, choose the Create PDF option.
- The PDF will be saved and available in the History and Files tab of the Contract.
Note: The quote or invoice status must be Sent to generate a statement.