Quote and Invoice Tables

Accessing Your Quotes and Invoices

Your quote and invoice tables are how you access all of your quotes and invoices through Paycove. When you log in to Paycove, you are immediately sent to your invoice table. You can also access this view by clicking on ‘Invoices’ on the left column or selecting ‘Quotes’ to view that table instead.

Click on a quote or invoice number in the first column to open the quote/invoice in Paycove, or click on the deal name to open it in your CRM.

Changing Your Table View

To edit which columns are visible in your table, click the gear icon in the upper right corner.  

Select the fields you want to be displayed in your table. Scroll down to the bottom of this window, then either save your selections as the new default or temporarily apply your selections. Your saved default selections will be applied to your quote or invoice table each time you log in to Paycove. Choosing ‘Apply’ will just display these columns until you leave the page—the table will then return to the default setting. 

Searching Your Quotes and Invoices

Click on the magnifying glass icon to search within a column to find specific values.

Sorting Your Quotes and Invoices

Click on either the column heading or the arrows next to the column headers to sort your quotes or invoices in your table.  This will sort the table either numerically or alphabetically based on the data in that column. Clicking on either the up or down arrow will reverse the sorting.

Filtering Your Quotes and Invoices

Using the Status box above the invoice table, you can filter your table to only show invoices that are either Paid, Unpaid, or Overdue. On the Quote table, this same feature can be used to filter by Accepted or Pending. 

Click on the calendar icon to filter the deals in your table by a date range. Then choose which date field you would like to filter by. Your table will then show only deals that have that date within the selected range.

Bulk Actions

From your quote and invoice tables, you can apply bulk actions to multiple quotes/invoices at once by selecting the specific quote(s) or invoice(s) you want to mark, revert, send, delete, sync, or download. 

Exporting Files

In addition to downloading PDFs, you can also export your quotes or invoices as a data table to keep for your records. Click on the Export button and choose an XLS or CSV file.

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