Quotation management

Similar to invoices, access all your quotations through Sales > Quotations.

Create Quotation

The process for creating quotation is very similar to creating invoices. However, you can specify how long you want your quotation to be valid in the Valid Period field, system will keep track the expiration for you.

You need to Configure your PDF first before you can get the default memo and footer.

Convert Quotation to Invoice

You would want to convert your quotation to invoice, once your customer is agreed on the quotation, so you can start to bill your customer.

  1. Select your quotation from the list.
  2. 2. Click on the Create Invoice button at the bottom.
  3. You will be brought to the create invoice page, all quotation detail will be pre-filled.
  4. Click the Save Invoice.