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Invoices / Pro Formas / Quotes

 

 

Within the Manage section, you can view and manage your Invoices, Pro Formas and Quotes

 

These options are effectively filtering out sales in your Sales Manager that are one of the three options and function the same as if you hade navigated to your Sales Manager and then chosen to filter the view by either Invoices, Pro Formas or Quotes. It is simply a way of getting to those specific order types

 

To view the sales by type, follow these steps:

 

  • From the Admin Panel, look to the left and select Manage and then select the order type that you would like (Invoice, Pro Forma or Quote):

 

 

  • The next screen will show a view of the Sales Manager that has been filtered for that specific order type:

 

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