Prospect Folder

Prospect folder is a storage location for all files relevant to a particular prospect. This folder is created with the help of the Main and Files tabs of the Prospect window.

The following subfolders are created automatically in the Prospect folder, depending on the document being saved:

Prices – contains all printable price-lists for current prospect.
Quotes – contains all printable quotes for current prospect. Each quote has it's own sub-folder, named with its code.
Invoices – contains all printable invoices for current former or inactive client.
Credit notes – contains all printable Credit notes for current former or inactive client.
Payments – contains all payment printouts of the current former or inactive client.
Refunds – contains all printable refunds for current former or inactive client.
Jobs - contains all printable documents related to jobs. In Without Projects Mode, the Jobs folder contains all of the former or inactive client's jobs files.

Each prospect folder can contain custom subfolders which will be created automatically together with a prospect folder. These subfolders can be specified on the Folders section of the Advanced settings window.