Editing or Finalizing Quotes

Quotes

Firstly we will start editing a "top up" quotation.

After you have clicked "create quote" you will see the following page:

 

At the bottom of this section is the "QUOTE ITEMS" this section allows you to add the item. Once you have clicked the "+New item" you will get the quote item details:

With this section you are able to create your item - with the following information:

  • Your product heading
  • A line description for the product
  • Quantity
  • Price (which will be exclusive of VAT)
  • And you are able to select service to top-up

After clicking the "add item" your item will appear in the section below quote items. Each item you add per user will be listed in this section.   If all the information you required to have on the quote is correct, you will then click "finalize quote" you will see a pop-up to confirm you want to finalize quote.  Pressing "okay" will create this quote / service.

 

 

 

if all the information is correct and you click "finalize quote" you will see a pop-up to confirm you want to finalize quote.  Pressing "okay" will create this quote / service.

Once you have finalized the quote, you will be directed to the 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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