Quotes
- How do I provide default customer notes, terms & conditions on my quotes? How do I retain these on the converted invoice?
- Can accepted quotes be automatically converted to invoices?
- How do I check if my customer has viewed the quote/invoice that I’ve sent them?
- How do I change the billing/shipping address of a customer in a quote?
- How can I add specific custom fields to my quotes?
- I want to change Quote to Proforma Invoice in PDFs. How do I do that?