A quick introduction to Bizzfo Quotes and Proforma Invoices


Introduction


Bizzfo has the ability to save Quotes and Proforma Invoices for later viewing or closing - convert as sale


This section covers

- Quote and Proforma comment setup

- Sending via mail

- Saving

- Reopen

- User access



Point of Sale - printing or sending or saving document


When in the point of sale, use the print button.




Reopen document





Enter document number to reopen




To view saved documents





Setup print comment for quote or proforma


On main screen of POS go to Settings -> Print Options



User Access



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