How to create a Quote

Modified on Thu, 16 Jan at 11:19 AM

  1. Head onto the left-hand Navigation Bar and click Quotes
  2. Click the New Quote option
  3. Select your customer from the drop down selection
  4. Add your Products as normal and then click Sign & Confirm


Converting the Quote to a Sales Invoice

  1. Head onto the left-hand Navigation Bar and click Quotes
  2. Once you have found your Quote, click on the action menu (...) and select Convert to an Invoice

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