1. Select “Income” from the the main navigation, then select “Quotes”.
2. In the quotes list, select the inline preview icon to the right hand side of the quote you would like to edit.
3. Make desired edit to the quote information. You cannot edit the Customer ID or Customer Name. All other items can be edited.
4. When complete, click “Save Quote”.
NOTE: By editing any fields other than the notes section, you will be creating a revised quote. For example, the first quote is quote # 1005-1. The revisions will create 1005-2, 1005-3, and so forth. This will assist in recapping a quotes history.
You can preview previous quote version by selecting the revisions from the drop down atop the quotes preview page.