Finance
Articles related to the finance section of Reedge, think of quotes, invoices, currencies.
As for the moment, the prefix can only be adjusted by the admin.
Wed, 1 Apr, 2020 at 10:25 AM
To make a quote, go to the Finance section. Quotations overview screen The first quotation is automatically drafted based on the services selected. ...
Fri, 12 Mar, 2021 at 2:52 PM
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
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, 12 Mar, 2021 at 2:53 PM
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
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, 12 Mar, 2021 at 2:54 PM
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
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