Quotes

Issue Quote

Check this option if you want to allow the issuing of Invoices on the order edit screen.

Email Quote

Check this option to automatically send the Quote to the client, via email, after it is issued.

The email fields work exactly the same way as the ones for Invoices, explained here.

Proformas

Issue Proforma

Check this option if you want to allow the issuing of Proformas on the order edit screen.

Email Proforma

Check this option to automatically send the Proforma to the client, via email, after it is issued.

The email fields work exactly the same way as the ones for Invoices, explained here.

 

Next: Settings > Delivery and Return guides