Change order of items in a quote once it is started
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Is there a way to change the order of items on how they display on a quote or invoice once you start building it. Say, that as we are building the order, the customer adds more pipe and drape, I want all the P&D to be next to each other on the invoice. How do I do that without starting over.
Thanks
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Unfortunately there isn't a way to do this, I have created a ticket for a feature request to see if this could be a possibility.
Unfortunately there isn't a way to do this, I have created a ticket for a feature request to see if this could be a possibility.
Kirk, There is a new feature coming in the next release that will allow us to drag these into place, rather than use those arrows. That will really speed up this process.
Kirk, There is a new feature coming in the next release that will allow us to drag these into place, rather than use those arrows. That will really speed up this process.
How do we then charge the balance?
How do we then charge the balance?
You can go to the payment section on the lead to charge the balance to the client's card. If the card is saved on file and you are set up with a merchant that is integrated with InflatableOffice, you can enter the payment amount and click submit. If there is no card information on file, you will need to enter their card information in the payment section to process the payment.
You can go to the payment section on the lead to charge the balance to the client's card. If the card is saved on file and you are set up with a merchant that is integrated with InflatableOffice, you can enter the payment amount and click submit. If there is no card information on file, you will need to enter their card information in the payment section to process the payment.
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