Quoting and Invoicing
      Back to home
      1. InkSoft Help Center
      2. Business Tools
      3. Quoting and Invoicing

      Managing your Quotes & Invoices

      How to view and Manage your Quotes and Invoices

      Important: Business Tools has been sunset and is in Read-Only mode. New users will not see this area.

      Getting Started
      • Hover over Business Tools
      • Click on Quotes and Invoices
      • Click Manage

       

      Filter Results

      You have the ability 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
      • Source - Admin or Customer
      • Date Range

       

      Managing Filter Results

      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
      • Export to Quickbooks: This option is available if you have integrated your Quickbooks account into InkSoft: click here to learn more about enabling that option!
      • Send to Order Manager: Moves the quote or invoice into the Order Managerworkflow
      • Remove from Order Manager: Removes the quote or invoice from the Order Manager workflow
      • Delete 
      • Click 'Apply'.