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Category : Quotes

How to convert quote into invoice?

On the main menu click the [sales] button. On the quotes drop down menu there is a [outgoing quote] button Click on the quote number to bring to that specific quote On the bottom of that screen there are options that line the bottom: accept quote, reject quote, download PDF, print quote, edit quote, resend

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How to create a quote?

On the main menu please select ‘sales’ Under Quotes please select ‘Add quote’ Once you have entered all the necessary information please select save, send, save/new.

What are outgoing quotes?

When your services have been requested and they would like to know how you would charge for a specific service