Customer Documents: Quotes to Debit Notes

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Customer Documents: Quotes to Debit Notes

The Document tabs will display all available documents for each type from data within Pastel Partner Accounting. The name of tabs Quotations, Sales orders, Tax Invoices, Credit Note, Debit Notes will be set to the name given within the Pastel Partner Accounting Set-up manuals.




The document grids will display the header and line information (of the selected header) for the relevant document type. Double click on the document header to view the full document information.


As with all grids in PDI CRM, the columns are customisable; in that you can change the column width and positions.