Command line
In Command line on New perliminary invoice/offer you find tab Offer list and action buttons.
Some buttons(New, Duplicate, Delete) are only visible when you save or open existing offer.
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New
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Add a new offer document.
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| Duplicate |
Copies an existing offer document to a new one. You can recognize a duplicated record by the ID that is the same as the ID of the original record, with the next consecutive number appended to the end. |
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Delete
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Delete the currently opened document.
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Save
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This button has two levels:
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Save and new – the document is saved and at the same time, the program opens a new document.
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Save and close – the document is saved and the form for entering data is closed.
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Print
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Enables printing and previewing the form report.
You can choose between different reports, depending on the settings in the Report types register in PANTHEON.
If you don’t select a report from the drop-down menu, but only click Print, the last used report on the form will be printed out.
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