Difference between revisions of "Update quote page"
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Click '''"Update"''' to amend quote details: | Click '''"Update"''' to amend quote details: | ||
Latest revision as of 13:20, 16 August 2022
Click "Update" to amend quote details:
It will open the Update quote page where you can update all basic details of the quote:
Click "Update" to confirm changes.
Note: You cannot change the client if the quote has receivables that are linked to the current client. So, to change the client, delete the linked receivables first.
If the quote is already sent to the client, to update you need to bring it back to the "Draft"
And then click "Update":
