Forum Message

Creating Customer Quotes on Solar Accounts

HI.IS IT POSSIBLE TO CREATE CUSTOMER QUOTES ON SOLAR ACCOUNTS ?.
REGARDS GRAHAM


Posted by Graham Weldon on Nov 4, 2021 9:05 PM GMT

Hi Graham,

Yes, to create a quote in Solar Accounts click menu File > New > Quote.

If you want to customise the design of the quote page when it is printed or
saved to a PDF file, click menu Setup > Page Layout > Quote Template.


Posted by Solar Accounts Customer Support on Nov 5, 2021 12:28 PM GMT