Canceling and Reopening a Quote

Modified on Thu, 12 Sep at 11:15 AM

1. Open Invoicing in General page.

Screenshot of: Open Invoicing in General page.



2. Open existing Quote 

Screenshot of: Open existing Quote or click +Invoice in top right to create a new Quote.



3. To cancel quote, click Configure Icon > File > Cancel Quote/Estimate. Document will be labeled as Canceled Quote.

Screenshot of: To cancel quote, click Configure Icon > File > Cancel Quote/Estimate. Document will be labeled as Canceled Quote.



4. To reopen a cancelled quote, click Configure Icon > File > Open Quote/Estimate

Screenshot of: To reopen quote, click Configure Icon > File > Open Quote/Estimate



5. Quote should show Open Quote status.

Screenshot of: Quote should show Open Quote status.



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