ARM Help

Quotation Buttons

A quotation has a shorter toolbar than an invoice. PRINT / EMAIL takes the place of PRINT / CASH OUT, and there is no PAYMENT, since a quotation is not paid. The Quotation switch beside Quotation # converts it into an invoice. On an invoice that was made from a quotation, the ARM QUOTE Invoice button opens the original quotation; its green number shows how many quotations it came from.

2 how-to answers 2 screenshots Open in ARM Markdown

How do I print or send a quotation? #

  1. From the Home Screen, click Invoices → Quotation List and open the quotation.
  2. Click PRINT / EMAIL.
  3. Leave Print Quotation selected and click Print, or click Send by SMS/Email to send it.
  4. In SMS/Email, check the email or phone and click Save & Email or SMS. The email you enter is saved on the customer's record.
Print Quotation
Print Quotation

How do I find the quotation an invoice came from? #

  1. From the Home Screen, click Invoices → Invoice List and open the invoice.
  2. Click ARM QUOTE Invoice. With one quotation it opens straight away; with several, pick one from Quotation History.

Screenshots

A quotation's toolbar
A quotation's toolbar

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