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1 How do I re-order phases for a printed (pdf) quote?

Issue: Phases are currently in the wrong order Resolution: Once phases are created, it is not possible to change the phase number. However, you can specify how they are ordered for reporting requirements (most commonly when producing a pdf quote). Open up…

2 How to create an invoice using a mixture of quoted figures and actual costs.

Issue: An invoice needs to be created that is normally built from the quote (which itself is built from the estimated costs), but actual costs need to be added to this Resolution: Whilst this is not directly possible, you can create a quote which is a mixture…

3 Unable to attach pdf quote to email - error "aborted new mail recipient"

Issue: Unable to attach pdf quote to email. Error message: BD4 failed to run script. "Aborted new mail recipient". Symptoms: Unable to send pdf quote to client by email. Resolution: Check email client is working (open Outlook). Apply Outlook redemption (in…

4 When I open a quote I receive an alert 'Quote Price set on Phase Header' and the quote I made before has gone

Issue: When going back into a previously created quote, I receive the alert below: and the quote I created previously has gone. Error message: See alert above Symptoms: When returning to a quote created previously, the quote value has been automatically added…

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