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Transaction Documents Line Items Help
... Transaction Documents Line Items Help When creating a Transaction Document from scratch, you need to complete the top half of the record and click the C ...
Copying Transaction Documents
... Copying Transaction Documents To simplify the creation of customer documents it's possible to copy any customer document to create another one of the same or ...
Quotations
... Quotations A Quotation is a document that provides you and your prospective customer with details of the goods and/or services they would ...
Managing Transaction Document Currencies
... Managing Transaction Document Currencies As part of the Workbooks configuration, each of the Own Organisations should be set up with a home currency and a ...
Managing Transaction Document Statuses
... Managing Transaction Document Statuses Transaction Documents in Workbooks (ie, Quotations , Orders , Invoices , Credit Notes and Supplier O ...
Displaying & Adding Transaction Documents
... Displaying & Adding Transaction Documents Displaying Transactions Clicking on Start > Finance > Customer Transactions dis ...
Printing & Emailing Transaction Documents
... Printing & Emailing Transaction Documents Transaction Documents can be printed irrespective of whether they are in a DRAFT or a POSTED state. Printin ...
Introduction to Transaction Documents
... Introduction to Transaction Documents Workbooks includes a number of object record types relating to financial transactions, which can be printed to PD ...
Bringing your quotations alive with product pictures
You can make your quotations much more compelling to your customers by including pictures of what you're selling. Quotations in Workbooks comprise a header and a set of "line items". As standard, Workbooks produce ...
Applying discounts to a quotation
How do I apply a discount to an entire quotation? I don’t want to apply the discount separately to each line item as those items already have their own individual discounts, I want to apply an additional discount to the entire quotation. ...