You can show Sales Quotes externally on your Customer Portal when you are using an API by editing the default setting in the Receivables Manager. Then new Sales Quotes will automatically use this setting. You can edit this setting for any individual Quote.
The Default Setting in the Receivable Manager
- Start at Settings > Receivable Manager.
- In the Control Settings section on the left of your screen, scroll down to find the field Show sales quotes externally by default.
- Tick this field to be the default setting for Sales Quotes.
Sales Quotes
Now when adding a new Sales Quote, the field Show externally will automatically be set to the default setting. You can edit this field on any quote when necessary.
Set up the API
Refer to the section for your website manager to set up the API.
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