Issue RFP receipts

The RFP Receipts page can be found on the Entry menu. It allows for the bulk printing of RFP receipts by Organization and office.

1. Select the office that the RFP receipts are attached to and whether they have a status of Unprinted or require Reprinting.

2. Set the date range for the RFP receipts – this is the date that the RFP receipt was posted. Click Refresh to display the RFP receipts that match the selected criteria.

3. Use the check boxes on the right of the Clients to deselect or select which RFP receipts are to be printed. Alternatively, select All to select all the RFP receipts in the list or None to deselect them.

4. Right-click on individual lines to Edit RFP Receipt. This will allow the name, address and narrative details to be edited on the RFP Receipt.

5. Select the Print method for the RFP Receipts – Print and Mail or Email. Click Print to print the RFP receipts.