Manage Proposals (on Moonlighting 2.0)

[vc_row][vc_column width=”1/1″][vc_column_text]With unlimited proposals, we understand that the need to properly manage all of the proposals you create, send, and have active.  Here’s how: [/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_column_text]

  1. From the home screen, select “Proposals”
  2. To create an invoice, select “Create Proposal”
  3. To change the order in which you view the proposals, select “Set Sort Order” to choose between
    • Proposal #
    • Recipient
    • Status
    • Due By Date
    • Amount
  4. To filter the proposals you see, select the “Filter” button to choose between
    • Drafts
    • Accepted
    • Open
    • Cancelled
    • Closed
    • Due Date

[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_single_image image=”6728″ border_color=”grey” img_link_large=”” img_link_target=”_self” img_size=”large”][/vc_column][/vc_row][vc_row][vc_column width=”1/1″][vc_column_text]FAQ

Q: What does the refresh button do?
A: The refresh buttons resets any filters or sort order.[/vc_column_text][/vc_column][/vc_row]

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