Sales Management

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Features Getting Started

Send PDF by Email


Workflow:
Quote Confirmed by Client
Invoice Paid by Client
Purchase Order Goods Received

Note that when an Invoice or P.O is sent by email, it is tagged as "Sent". "Not Sent" items appear in a separate tab or list, in case you forget to send the document. If you are sending the Invoice or P.O. by post mail, you can manually mark it as Sent, by checking the "Sent to Client or Supplier" field in the Edit screen.

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