Finance

Articles related to the finance section of Reedge, think of quotes, invoices, currencies.

Is it possible to change the number/name of the orders?
As for the moment, the prefix can only be adjusted by the admin. 
Wed, 1 Apr, 2020 at 10:25 AM
How does the quotation system work?
To make a quote, go to the Finance section. Quotations overview screen The first quotation is automatically drafted based on the services  selected. ...
Thu, 25 Feb, 2021 at 3:37 PM
How to change the currency of the quote
To change the currency, open the quote and select "Edit". Press on the currency of the quote and the change it.
Thu, 25 Feb, 2021 at 3:47 PM
Finances/Overview
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 t...
Fri, 26 Feb, 2021 at 11:21 AM
Quote Detail screen (View)
To avoid making mistakes, we recommend to open the Quote detail screen in View State. Find the following details on top of the screen: Back to Finance...
Fri, 26 Feb, 2021 at 12:50 PM
Quote Detail screen (Edit)
In Edit mode, the information of the Quote detail screen can be changed: At the top, the following informations are editable: Notes: Here you can ente...
Fri, 26 Feb, 2021 at 12:50 PM
Order Detail screen (View)
The Order Details screen is automatically in View mode The Order screen is similar to the Quote screen: At the top: General Order details In the middl...
Fri, 26 Feb, 2021 at 12:42 PM
Order Detail screen (Edit)
Similar to the Quotation, the Order details can also be edited. In the top this can be; Notes: Enter a note that you want to show on the Invoice PDF C...
Fri, 26 Feb, 2021 at 12:49 PM