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Uploading a Proposal, Duplicating to an Invoice

  • Updated

  1. Click on the Work Order you need to upload a proposal for. 
  2. Select the Proposals & Invoices tab.
  3. Click the + on the Proposals tab. 
  4. A pop-up will appear asking for the Proposal Number, Proposal Assignment, and\Transaction Date.
  5. Enter the information.
  6. Select Create Proposal.

  1. To duplicate the proposal to an Invoice, click on the icon with the two pieces of paper. 
  2. 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.
  3. Select Duplicate.