We have added new reports to the Quote and Invoice Manager pages, these are a great addition that allow you to run reports on pending, approved & unapproved quotes and unpaid & paid invoices. You can use filters for date ranges, individual clients or individual projects that will let you keep track of important information like outstanding quotes, money owed and let you create a report on those awkward late payers!
Quote Report
You can access the new quote report by clicking the “Show Report” link in the Pending Quotes section:
Simply choose your filter options then click the “VIEW REPORT” button.
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Invoice Report
To access the invoice report click the “Show Reports” link in the Current Invoices section:
Again it’s as easy as selecting your filter options then clicking “VIEW REPORT”
Tags: invoices, proworkflow, Quotes, reports, update
About The Author:
Richard Poole - User Support - ProActive Software / ProWorkflow
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