Quotes are automatically archived on the quote expiry date. This page lists all of your archived quotes. To un-archive a quote, click on the quote number, then un-check the Archived check box then click the Update Quote button.
Here is a list of your active quotes. To add a quote, click the plus icon at the top right of the quotes table. If you have created some project templates, selecting one will copy all of the template stages to the quote once you click the Add Quote ...
The submissions report allows you to report on your projects with various filters on the local authority fields: After running the report, click on the download icon to export the report in CSV, Excel or PDF formats.
The clients report allows you to view clients by the date you added them to PlanMan. To export the report, click on the download icon at the top right above the table.
When reporting on invoices, you have the following options: From/To date Select dates here to see invoices created betqeen those dates. Report You can select the following reports: Outstanding invoices Paid invoices Draft invoices All invoices Sage ...