The Quotes Report lists Quotes that have been generated from the Clients Accounts section.
What can you use this Report for?
Generate this Report to view Quotes that have been created, along with their current Invoiced status.
Filters and Options
| Filters | Description |
| Date | Quotes dates within the timeframe. |
| Locations | Location Quote was created. |
What is displayed in the Report?
- Each Quote with details such as the Invoiced status and the total item amount.
| Column | Description |
| Date | Date of the Quote. |
| Quote No. | Quote Number. |
| Client | Name of Client claiming for. |
| Location | Location Quote was created. |
| Total | Total Amount of Items on Quote. |
| Quoted By | Staff member that Created the Quote. |
| Invoiced | Indicates if the Quote has been Converted to an Invoice, is Active, Expired or Voided. |
| Notes | Any Notes added to the Quote. |