How to mark proposals / estimates as "PAID" June 29, 2021 22:21 Updated Login to your treezi portal from the browser.(If you don’t know your direct URL, you can also use http://portal.treeziapp.com)1. Go to the Proposals tab and find the proposal you want to mark as paid.2. Click on the status and change to “Paid”. See attached photo.If you don’t see that as an option, then you will first you have to mark it as “Complete”. Related articles How to bulk send email follow-ups in Treezi How to duplicate estimates and proposals
(If you don’t know your direct URL, you can also use http://portal.treeziapp.com)
1. Go to the Proposals tab and find the proposal you want to mark as paid.
2. Click on the status and change to “Paid”. See attached photo.
If you don’t see that as an option, then you will first you have to mark it as “Complete”.