Steps to export price quotes to an Excel file for better data display and analysis.
- Go to the Sales menu.
- Select Price Quotes.
- Click the Export icon located in the top options.
Data to be exported:
| Data |
|---|
| Reference |
| Description |
| Customer |
| Status |
| Issue Date |
| Due Date |
| Location |
| Total Before Tax |
| Tax Amount |
| Total |
| Amount Paid |
| Amount Due |
| Terms and Conditions |
| Notes |
Additional Notes:
- Additional information does not appear when exporting price quotes to Excel.
