Knowledge base | InkSoft Support Center

Manage Quotes & Invoices

You have the ability to manage quotes and invoices within Business Tools to succesfully keep track of transactions.

Business Tools

  1. Navigate to Business Tools in the Header
  2. Click on Quotes and Invoices
  3. Click on Manage
Business Tools

Filter Results

  1. You have the abiltity to Filter by several different options to narrow your search
  • Type - Quote or Invoice
  • Invoice Status - New, Sent, Approved, Past Due, Partially Paid, Paid, Deleted
  • Production Status - Not in the Order Manager, Confirmed, Pending Product, Assembling, Prepared, Complete
  • Store- The store the Quote or Invoice is assigned to
  • Source - Admin or Customer
  • Date Range- The beginning and end date in which you are searching for quotes or invoices

2.    Alternatively, you can also enter in a specific quote or invoice number in the Search Invoices box to the top right

Filter Results

Managing Filter Results

  1. Once you have filtered your search criteria, you can manage the results using several different actions.  Click the box on left of the quote/ invoice number to select and use the Select Action drop down to:
  • Download - Downloads the quote or invoice in a new tab
  • Copy - Copies the quote or invoice
  • Send to Order Manager - Moves the quote or invoice into the Order Manager workflow
  • Remove from Order Manager - Removes the quote or invoice from the Order Manager workflow
  • Delete

2.   Once you have chosen the command, click 'Apply'

Managing Filter Results