You can Edit the draft quote or the one you've sent to make changes in its details. Edit a Draft Quote In the Account menu, select Sales. Scroll down to the Quote section. Select the Draft tab. Find and open the quote for which you want to make changes. Using the Search option you can easily search the quote. Make the desired changes in the...
Customer Quote provides the customer an approximate budget price for the works to be performed. Create a New Quote You can create a quote for customers to let them know an approximate budget price for the work to be performed for them. You can enter detailed information about the proposed solution....
Only Standard or Advisor users can print or email a quote. Print a Quote In the Account menu, select Sales. Scroll down to the Quote section. Select any of the tabs from the Sent, Accepted or Invoiced status tab. Find and open the quote you want to print. Click the Print PDF button. It will ask you to save the file. You can update the name of the...
You can record it when your customer accepts or declines a quote. For this the quote status must be Sent. Mark your Quote as Accepted In the Account menu, select Sales. Scroll down to the Quote section. Select the Sent status tab. Find and open the quote you want to mark as accepted. Click on the Quote Options drop-down button and select Mark as Accepted option. Click Ok. Mark your Quote...
In the Account menu, select Sales. Select the Awaiting Payment tab from the Filter Tabs. Find and open the Overpayment which you want to edit. Using the Search option you can easily search the overpayment.
In the Account menu, select Sales. Select the Awaiting Payment tab from the Filter Tabs. Find and open the Overpayment for which you want to refund. Using the Search option you can easily search the overpayment. Scroll down to reach out to Make a Cash Refund section. Enter the required information to the payment fields. Click Add Refund.
You can add a brand new or customize the branding theme for all PDFs. These pdf can be of invoices, quotes, customer credit notes, customer statements, and purchase orders. We can also perform edit or delete action for these branding theme. Add or Edit a Standard Branding Theme If you want...
How it Works If you want to make any theme the default branding theme then you can do this by dragging your preferred branding theme to the top of the page. Customer statements use a default theme set up by Clickentry. But if you want to change this then you can manually...
How it Works If you want to change the title of PDF documents in Clickentry then you can do this effortlessly. E.g. if you want to change the default title for approved invoices from 'Tax Invoice' to 'Customer Invoice' then you can edit the title for invoices, customer credit notes, quotes, customer statements,...
The information which you see on a PDF invoice picked from your invoice entries, organisation settings, financial settings, contact details and the branding theme being used. You can update the details on the above pages to change the values on the PDF. Title: PDF title gets picked from the title setup in branding theme....
