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quote_proforma [2014/10/28 11:32] Lisa Adams |
quote_proforma [2014/10/28 11:42] Lisa Adams |
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| Taxes | | Apply or deduct taxes to the invoice. If you have your tax settings set at [[tax]] then the invoice will by default comply with those settings | | | Taxes | | Apply or deduct taxes to the invoice. If you have your tax settings set at [[tax]] then the invoice will by default comply with those settings | | ||
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+ | |||
+ | ==== 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. | ||
+ | |||
+ | <WRAP tip>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.</WRAP> | ||
+ | |||
+ | ==== 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 |