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You can enter additional email addresses separated by a semicolon.Īccounting quotes are hosted on the web, which means that your customers receive a hyperlink to their sales quote in the email.
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If the customer has an email address in their record, it appears in the To box. If you want to attach a file such as a sales brochure, image or supporting documentation, select Attachment and then Upload files and then browse to the file. This is the total gross value of this item line.Įnter any notes and terms and conditions. This calculates automatically based on the quantity, unit price and tax rate. Tip: Tip: If you don’t see the option to choose a tax rate, check you’ve entered your tax rates correctly in Settings > Financial Settings. If you want to enter a discount as a percentage, leave the value in the Amount box as zero and enter the percentage in the % box. If you want to enter a discount as a fixed amount, enter the value in the Amount box and leave the percentage as zero. Price/Rate.Ğnter the net value of the item.Qty/Hrs.Ğnter the quantity of items included in this quote.If necessary, enter a code, for example a part number or stock code. Ledger Account.Ĝhoose the ledger account for the quote.Description.Ğnter a description for the quote.If the address doesn’t exist, choose Custom and enter the relevant information. If you don’t want to use this address, open the Delivery Address drop-down list and choose the required address. Delivery Address.ěy default, the delivery address is the same as the invoice address.If there is no address on their record, enter the address here. If the countries are the same, these won’t show. If the customer’s country is different from your business address, then both countries show on the quote. If there’s a main address in the customer’s record, this appears automatically. Reference.Ğnter a reference, for example, a job number.You can also change the default number of expiration days in the Default number of days field when you enter Terms and Conditions for quotes in Invoice and Form settings. You can enter another date or leave it blank if you don’t want it to expire. The date the quote expires, which by default is 30 days from the quote date. If you do not see the customer on the list, click Add a customer from the drop-down list to add them. If you need to create a new product or service record, click Create item. If necessary, you can change this information, for example, the quantity or unit price. Note: The details of the product or service appears on the next available line. You should check your default settings before issuing your first quote. You can also enter default quote settings such as terms and conditions and the default number of days until the quote expires. Once the customer accepts the quote, you can convert it to a sales invoice which automatically updates your ledgers with the values of the original quote. Keep in mind that quotes don’t affect account balances. To easily track what prices you quote to prospective customers, you can produce sales quotes.