3 tabs are available in the Finance section:
Quotations
Give an overview of all quotations and their status.
Each quotation has a context menu, with the following options:
- Open: Gives a view of the Quote detail screen .
- Edit: To Edit the Quote detail screen.
- Duplicate: To create a copy of the current Quotation
- Manage services: Gives you an editable overview of the Services
If you want to add a quotation that is completely empty, click Add Quotation.
Orders
Gives an overview of all orders and their status.
Select an Order to go to the Order Detail screen.
Invoices
Gives an overview of all invoices and their status.
Select an Invoice to go to the Invoice Detail screen.