How to create a Quote

Created by David Joyce, Modified on Sun, 12 Jul, 2020 at 4:29 PM by David Joyce

  1. Head onto the left-hand Navigation Bar and click Sales
  2. Click the NEW SALE option
  3. Select your customer from the drop down selection
  4. Change Sales Invoice to Quote
  5. Add your Products as normal and then click Confirm


Converting the Quote to a Sales Invoice

  1. Head onto the left-hand Navigation Bar and click Sales
  2. Change the Type from Sales Invoice to Quote and enter the search information
  3. Once you have found your Quote, click on the drop down arrow and select Convert to invoice

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