When you are ready to charge a customer against the goods or services supplied from a quote then you can create an invoice from that quote to save your time and effort in creating a new invoice. Create an Invoice for Supplied Items Creating an Invoice from a quote when you...
You can change a quote's status back to Accepted with "Unmark it as Invoiced" option. Mark Quotes as Invoiced In the Account menu, select Sales. Scroll down to the Quote section. Select the Accepted status tab. Find and open the quote for which you want to create an invoice. Click on the Quote Options drop-down button and select Copy to Invoice option. Clicking on Ok will take you to the copied...
In the Account menu, select Sales. Scroll down to the Quote section. Select the required Status tab. Select the quote from the list you want to delete. Click the Delete button at the top of the Quote list on the right side.
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...
