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  1. Fexa
  2. Client Training
  3. Proposals & Invoices

Proposals & Invoices

  • Proposals and Invoices Overview
  • Creating an Invoice
  • Invoice and Proposal Duplication: Current, Existing and New Work Order
  • Mass Manage Proposals and Invoices
  • Clear Export Dates from Invoices in User Interface
  • Custom Fields on Invoice Object Line Items
  • Line Item Types Filter Expansion Using a Product Selection Modal
  • Custom Fields Can be Copied When Duplicating Invoice Objects
  • Rejection Comment Link on Proposals and Quotes
  • Track the Number of Technicians By Line Item
  • Moving Line Items - Fexa Desktop

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