To send a statement style report to your clients (or boss!) then use the handy reports on the Quotes and Invoices pages.
You’re able to create the statement by a time period, status, client & project and, as with all ProWorkflow reports, you can then print, PDF, email or export!
We’ve prepared some videos to help you better understand these reports.
Invoice Report:
http://www.screencast.com/t/CC1Qu9IgS6
Quote Report:
http://www.screencast.com/t/tyKACxlz4d9a
We’ve had a great response to these new reports so if you haven’t yet tried them out, now’s the time to give them a whirl!
About The Author:
Lara Williams ProActive Software / ProWorkflow
This website uses IntenseDebate comments, but they are not currently loaded because either your browser doesn't support JavaScript, or they didn't load fast enough.