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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 icon on the quote you want to refresh.

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  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

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