A quotation is a formal statement setting out the estimated cost for a particular job or service. It can be found under Invoice app.
Create a Quote
In order to create a quotation, please follow the steps below:
- Go to the Invoice app
- Select Quote tab
- Click + Create Quote
- Fill in the required information:
- Note (optional)
- e.g: a Bank account for cheque payment
- Create Quote
- Preview or Edit (if needed)
Manage a Quote
With a Quote, you can edit the content until it is perfect and accepted by your customers.
You can take the below actions:
- Mark as Sent
After an invoice is Sent or Mark as Sent, the status is changed from Draft to Awaiting. Then the action list is updated:
Awaiting invoice can be updated to Accepted and can be processed with the following options:
Awaiting invoice can be updated to Declined and can be processed with the following options:
When the quotation’s status is changed to Invoiced, an invoice is created as Draft in the Invoice tab.