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quote_proforma [2014/10/28 11:32]
Lisa Adams
quote_proforma [2014/10/28 11:42]
Lisa Adams
Line 27: Line 27:
 | 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 |
  |  |
 +
 +==== 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
quote_proforma.txt · Last modified: 2014/11/05 12:11 by Lisa Adams