Generate Quote Report

See also: Generate Invoice Report

Quote report includes the details of all the manual items, irrespective of them being completed or not. In order to generate a Quote Report, you need to follow the same preliminary steps as those that are required before generating Invoice Report.

Steps:

  1. Follow all the preliminary steps that are required before generating an invoice.

image1337.gifFollow the procedure till Step: 8

 

 

 

  1. On the ribbon bar, in the Billing Review group, click Billing Status.

  2. In the Change Status dialog box, from New Status drop down, select Quoting.

  3. Enter Notes.

  4. Click Save and Close.

  5. On the ribbon bar, in the Billing Review group, click Regenerate Details.

  6. In the workspace, beside View Documents, click Quote to view the Quote Report.