Go to: Clients module > More Reports menu > Estimates > Estimate Search > Estimate Search Options.
Estimate searching functionality has been added to VisionVPM in this version. This will allow you to search for all, uninvoiced or invoiced estimates in a date range, and you can either print a report or send results to a Marketing List.
You can also filter by client marker and can sort by one of two methods:
The Estimate Search window:
Estimate report displaying all estimates, with totals of invoiced and uninvoiced estimates for a specified period.
See Also |