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Update a Budget

In Proposal section, you have the option to refresh a quote if required. If a quote is modified, then the Refresh option would update the quote’s amount based on the latest modifications.

To refresh a quote:

  1. In Proposals section, click on the icon on the quote you want to refresh.

  1. The quote refreshes and its associated amount will be updated.

Summary of invoices

You have the option to view the invoices associated with a particular quote.

To do so:

  1. In proposals, click on a quote. The invoices of the slected quote displays below

  1. Use this button for a quick overview of the statuts of generated invoices and the amounts remaining to be billed