Sales, Invoices & Quotes
A sale in Actif opens up the path to a prospective quote. Once you have your quote, it is then ready to be converted into an invoice!
The process is very simple. First, start by adding products and/or services to a sale. Then, generate quotes by clicking on the button at the bottom of the screen. Finally, a PDF document of the quote you just generated will be stored in the Documents tab of the sale.