Create New Quote

Create a new quote:

This section allows you to create quotes (which will create the invoice - which creates the service).

First step: Select the customer you would like to create the quote for.

The following will be displayed: The Billing information will indicate:

  • When the quote is created.
  • Who created the quote.
  • Customer the quote is for, with their address and telephone number.

The Quote information will indicate:

  • Status 
  • Items
  • Sub-total
  • Tax 
  • Total 

The next step would be to +New Quote Item (selecting the product) for the quote by using the drop-down box.

    Once you have selected your Product, you will be able to edit the following information:

  • Description
  • Set up price
  • Monthly price
  • Discount
  • Subtotal
  • Username
  • Password

Depending on the product selected - you would need to enter the service settings for that particular service in the username/password

Once you have completed this click "Add Item"

Once you have added your item, the item will be displayed in the Quote Items, with an option to remove or add further quote items.  Below this, you are able to add new notes about the Quote.

Once you have completed this step.  The quote information at the top of the page will be displayed, with the following options available:

  • Send Quote
  • Download PDF
  • Create Invoice

Please click on our "support" button at the top right of the page if you have not found any information to assist with what you needed in this section.

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