- On the top ribbon, click the Invoice/Quote module.
- In the Customer list, select the customer account for the rental service.
- On the bottom ribbon, click Recall Transaction.
- In the Recall Transaction window, select Show for all accounts, then select Quote.
- Double-click the quote.
- Add new part numbers, if any.
- On the bottom ribbon, click Store Transaction.
- In the Store Transaction window, select the quote, and then click F12 Store.
If you have questions or suggestions about this information, contact email@example.com.
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 8/08/20