User Tools

Site Tools


en:help:draftaccountscard

Table of Contents

Temporary Accounts

It is used to add a temporary account and does not appear in the accounts directory

Example: A new customer wants a price quote and he is not in the accounts directory that we have … we add it as a temporary account And when creating a price quotation, this account appears with us to create a price quotation for it

And this account can be transferred to a permanent account through the (Convert From Temp to Account) tool to appear in the accounts directory

en/help/draftaccountscard.txt · Last modified: 2021/09/07 11:59