I have QuoteWerks and I created a quote with shipping. I saved the quote and it saved to BMS. I got the quote approved by the client and now I want to generate an invoice and send it to them so they can pay it right away. When I to Service Quotations, I forgot to add the shipping charge before creating a SO. I went all the way to generating the invoice and realized my numbers were off. I do I go back and fix this mess so I can get the numbers to line up?
I have voided the invoice and the project. I can seem to do anything with the SO. I think this is why I can't get back to the quotation so I can reject it or edit it.
What am I missing?