How To: Add Billing to an Order Proposal
Once a Quote has been created for a Customer in TapGoods PRO, you have the option to create an attractive Order Proposal to send to the Customer. One feature of the Order Proposal is the ability to add Billing to a page that will be included in the document. The Billing page in an Order Proposal will have the overall bill for the rental populated on the page.
To create an Order Proposal, navigate to an already existing Order and click on the Proposal tab.
Once you are on the Proposal tab of an Order, use the dropdown menu to select Billing.
To add a Billing page to a Proposal, check the box next to Billing on the Proposal tab.
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