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Table of Contents
A quotation is a formal statement setting out the estimated cost for a particular job or service. It can be found under Invoice app.
Create a Quote
In order to create a quotation, please follow the steps below:
- Go to the Invoice app
- Select Quote tab
- Click + Create Quote
- Fill in the required information:
- Name
- Recipients
- Products
-
Note (optional)
- e.g: a Bank account for cheque payment
- Create Quote
- Preview or Edit (if needed)
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/62aa2895-9ed6-4b10-8aa8-ba34e0e81b37/91a6c032-6d9e-43e6-b5d2-5e8332320a36.gif)
Manage a Quote
Draft
With a Quote, you can edit the content until it is perfect and accepted by your customers.
You can take the below actions:
- Edit
- Send
- Mark as Sent
- Download
- Copy
- Delete
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/af3d31a7-7df5-4a6d-ad2d-e246b475bc0c/10d6f8cf-1885-4b4b-ac7b-b40a83b0545a.gif)
Awaiting
After an invoice is Sent or Mark as Sent, the status is changed from Draft to Awaiting.
Then the action list is updated:
- Edit
- Resend
- Accept
- Decline
- Download
- Copy
- Delete
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/7905622e-2d05-44bf-ace7-47444f3137b6/d4b9d3af-67a8-4388-9b38-8a9e1fc42d6f.gif)
Accepted
Awaiting invoice can be updated to Accepted and can be processed with the following options:
- Invoice
- Resend
- Decline
- Download
- Copy
- Delete
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/25009d6e-a8eb-452c-a835-5366f8ef8881/4fa09be2-8c4a-4c70-b431-9487cf78237a.gif)
Declined
Awaiting invoice can be updated to Declined and can be processed with the following options:
- Invoice
- Resend
- Accept
- Download
- Copy
- Delete
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/ebd747d6-6be2-42d0-8bf9-329c9ce1340e/ce4b9318-f1a1-4cc0-856c-b482c7799809.gif)
Invoiced
When the quotation's status is changed to Invoiced, an invoice is created as Draft in the Invoice tab.
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/160e9813-69a0-4bcf-802a-3470f1f7901b/3a2fe686-8fe3-4b94-81e7-819c1c544278.gif)