A recent customer question was “How do I void a Quote”?
Currently there is no button to Void out a Quote, or Invoice. Here’s a simple work-around:
1. Click the Edit Invoice screen, and write “VOID” in the Status, Terms, and Maintenance Release fields. (This will help quickly identify the voided quote when you search for it in your list).
2. While in the Edit Invoice screen, you can uncheck the Quote box (that will remove the “Quote” watermark/stamp from the print view).
3. Another place to type “VOID” to would be the Misc section of the Quote/Invoice, if you like.
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