Creating a Proposal from the Customer Screen
Select the Customer from the Customer Maintenance screen. Choose Proposals . If a Proposal already exists for this customer, it will be present on the Proposal screen. Select Create to create a new Proposal. If this is the first ...
Invoicing a Proposal
Once a Proposal has been created and the work has been completed, the customer can be invoiced directly from the Proposal. Select the Proposal from either the Customer Maintenance screen or by selecting Proposals from the Service Order scree...