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

How does the quotation system work?
To make a quote, go to the Finance section. It is now possible to have a quote for a client ready the moment you create an assignment       Volum...
Thu, 12 Jan, 2023 at 11:55 AM
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.
Mon, 13 Sep, 2021 at 10:49 AM
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...
Mon, 13 Sep, 2021 at 10:49 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...
Mon, 13 Sep, 2021 at 10:50 AM
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...
Mon, 13 Sep, 2021 at 10:51 AM
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...
Mon, 13 Sep, 2021 at 10:52 AM
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...
Mon, 13 Sep, 2021 at 10:53 AM
How to set up mark-up % for services
When editing services, users can now specify the mark-up %.  To edit the mark-up for services, follow these steps: 1. Go to company settings 2. Sel...
Thu, 10 Mar, 2022 at 10:48 AM
How to add an email address in Bcc for outgoing quotes and invoices
This feature provides the option to define a default list of email addresses that will always receive a copy of a quotation (e.g., a supervisor) or a copy o...
Thu, 16 Sep, 2021 at 11:04 AM
Pricing Tables
It is now possible to define pricing for all System and custom services. Pricing can be defined for own company and for any service provider     Whenev...
Thu, 16 Sep, 2021 at 11:08 AM