Uploading a Proposal, Duplicating to an Invoice
- Click on the Work Order you need to upload a proposal for.
- Select the Proposals & Invoices tab.
- Click the + on the Proposals tab.
- A pop-up will appear asking for the Proposal Number, Proposal Assignment, and\Transaction Date.
- Enter the information.
- Select CREATE PROPOSAL.
- To duplicate the proposal to an Invoice, click on the icon with the two pieces of paper.
- When the pop-up appears, choose which action to duplicate, select the type of Invoice or Proposal you will be creating/modifying, and fill in any other fields.
- Select Duplicate.