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Quote

Quotation Editor

Functions	Sub-Functions	Description
Description		The line item can be defined here.
Unit Cost		Cost per unit.
Quantity		Number of units.
Line Total		Cost X quantity = line total
Add New Line Item		Adding an additional line / another specific charge.
Add Saved Line Item		Add a line item that is i.e commonly used or described specifically. This would be previously saved under “Save Line”.
Remove Line		Delete a line / charge on the invoice. Do this by clicking on the red X at the end of the line.
Save Line		if you use common line descriptions, you can save them to avoid having to type them out again. Do this by clicking on the blue floppy disk at the end of the line.
Send via Email		By marking this, the invoice will automatically be sent to the client, by unmarking the email will not be sent to the client. See also Email System Setup to set an email delay time to undo the sending of messages.
Save as Draft

Editor Settings

By clicking on the “(change settings)” link in the first line under the table header, you will able to adjust these particular invoice settings:

Functions	Sub-Functions	Description
Invoice Date		Date when the invoice was captured.
Due Date		Select a due date for the invoice.
PO Number		This is an optional function if you work with Purchase Order numbers.
Discount		Apply a discount to the invoice.
Payment Method		Select the payment method applicable to the invoice.
Taxes		Apply or deduct taxes to the invoice. If you have your tax settings set at Taxes then the invoice will by default comply with those settings.

Create a quote:

Go to the client’s account in SnapBill and click Invoice center
Select the document you want to create, i.e. Quote, from the left navigation menu
In the Invoice editor table enter the description, unit cost & quantity for your first invoice line. To add another line in your invoice click the green ‘plus’ icon. To delete a line click the red ‘cross’ icon.
When you have finished click the Save as Quote button.

SnapBill will send your quote to the client you have selected and save a copy of it in the Quotes table on your client’s account. Your client can review this quote and has the choice to Accept or Deny it.

Accept a quote:

Go to the clients account
Click the quote number in the Quotes table
Click Accept Quotation

Your quote will be converted to an invoice and will be issued to the client

Deny a quote:

Go to the clients account
Click the quote number in the Quotes table
Click Deny Quotation

Your quote will be marked as denied and cancelled

Edit a quote:

Go to the clients account
Click the quote number in the Quotes table
Click Edit Quotation

The modified quote will now be issued to the client again and can be accepted or denied

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