The Quotation/Proforma Fee Note section allows you to view all quotations and proforma fee notes that have been created and recorded in the system.
Steps:
- Log in to the system.
- From the main dashboard, go to the Client Invoicing module.
- Under the Fee Notes, Credit Notes section, click on Quotation/Proforma Fee Note.
- Scroll down to view the list of all quotations and proforma fee notes registered in the system.
You can then review the quotations or proforma fee notes listed in the system as required.