Quotations & Invoices

Build an offer that can be checked

A quotation contains customer information, products or services, quantities and prices. Discounts, taxes, payment details and notes help explain the proposed transaction. The quotation list supports searching and reviewing dates, customers, amounts and invoiced status. Creating an invoice from the quote keeps the two records connected, but creating that document should not be treated as evidence that payment has been received.

Step by step

1. Create the quotation

   Choose New Quotation and select an existing customer or enter the required name and address details. Review the quotation identifier.

2. Add the offer lines

   Select products or services, set quantities and review prices. Apply the appropriate fixed or percentage discount and tax settings.

3. Save and share the document

   Add payment information or a link and any explanatory notes. Save, print or email the quotation as needed. Use duplication when preparing a similar offer, then check the copied details.

4. Create the linked invoice

   Open the accepted quotation and choose Create Invoice. Review the appropriate Income or Expense mode and the resulting details. Use View Quotation and View Invoice to move between the records.

Before you move on

• Check the customer and quantities.
• Confirm discount and tax treatment in the displayed totals.
• Verify the linked invoice rather than assuming the quotation is already invoiced.