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PSA Business management

Financial management

PSA Business management

Financial management

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Heeros PSA Help Center
Projects
Project Sales: Quote & Revenue recognition

Project Sales: Quote & Revenue recognition Back to upper level

Features found in project card > Sales

Quotes
Sending quote to a customer
Quote's proposal (cover letter)
Create scheduled invoices from quote
Tracking quote's estimated vs. actual costs
Adding a quote in different currencies (add-on)
Refund Quote (add-on)
Revenue recognition

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