Create a quote

Prepare a quotation, set its validity date, and convert it to an invoice later.

Steps

1. 1

   Start a quote

   Open Billing → Quotes and select + New Quote.

   Create a quote ↗
2. 2

   Add customer and items

   Search for the customer, then add products or services from the catalog or use + Add custom item. Review the quantity, rate, and GST for each item.

   Click to enlarge ↗

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   Build the quotation from a customer and line items.

3. 3

   Set validity and send

   Review the Quote Total, Quote Date, and Valid Till date. Add customer notes if needed. Select Save Draft to finish later, or Send Quote when ready.

4. 4

   Review or convert the quote

   Open the quote detail to see its status, dates, line items, and total. When appropriate, use Convert to Invoice to create a bill from the quote.

   Click to enlarge ↗

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   The quote detail page offers resend, conversion, and PDF actions.