Deleting a Quote

To delete a quote:

  1. In the Business menu, select Quotes.
  2. If required, select the down-arrow to the right of the page title and select the required filterA filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right..

  3. Drill down on the quote number of the quote you wish to delete.
  4. On the quote information screen, select Options > Delete Quote and confirm the deletion. The selected quote is deleted from the system.

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