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Introduction
Quick Start
Companies
Adding a Company
Selecting a Company
Deleting a Company
Invoices & Payments
Raising an invoice
Raising a copy of an invoice
Saving an Invoice in PDF form
Editing an invoice
Selecting a customer
Product or Service Invoice?
Inserting a new item
Select an Existing Product
Select an Existing Discount
Enter a new Product Name
Enter a new Discount Name
One-Off Item
Deleting an item
Deleting an invoice
Listing invoices
Adding your logo to invoices
Printing an invoice
Printing all unprinted invoices
Previewing an invoice
Emailing an invoice
Recording a Customer Payment against an invoice
Deleting a payment
Raising a credit note
Recurring Invoices
Making an Invoice Recur
Confirm Automatic Invoices Dialog
Voiding an Invoice
Check Recurring Invoices
Making Payments
Discounts
Quotes
Creating a quote
Raising a copy of a quote
Creating an invoice from a quote
Saving a Quote in PDF form
Editing a quote
Selecting a customer
Product or Service Quote?
Inserting a new item
Select an Existing Product
Select an Existing Discount
Enter a new Product Name
Enter a new Discount Name
One-Off Item
Deleting an item
Deleting a quote
Printing a quote
Previewing a quote
Emailing a quote
Customers & Statements
Adding a customer
Editing a customer record
Deleting a customer record
Viewing a Statement
Printing a Statement
Previewing a statement
Emailing a statement
Recording a Customer Payment against an invoice
Saving a Statement as a PDF
Exporting Customer Details
Importing Customer Details
Product & Discount Records
Adding a product
Adding a discount
Editing a product or discount record
Deleting a product or discount record
Exporting Product & Discount Details
Importing Product & Discount Details
Reporting
Unpaid Invoices
Overdue Invoices
Sales by Customer
Sales by Invoice
Printing reports
Previewing reports
Emailing reports
Saving a Report as a PDF
Exporting Reports to Excel
Invoice Payment Terms
Standard Customer Messages
Selecting a Standard Message
Adding a Standard Message
Deleting a Standard Message
Editing a Standard Message
Setup
Business Details, Currency & Tax Name
Template Setup
Choosing a Template
Showing Remittance Slips
Showing Quantity and Each Columns
Configuring a Logo
Showing a PAID watermark
Setting up Page Numbers
Payment Terms
VAT/ Tax Rates
Managing Standard Customer Messages
Confirming Automatic/ Recurring Invoices
Backups
Creating a backup
Restoring a backup
Automatic Backups
Data Import/ Export
Exported Customer Details File Format
Exported Product & Discounts Details File Format

invoicing software and quoting software

Creating a quote

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Make sure the Quotes tab is selected as shown below.

 

Press the New button.

 

newquote

 

A form will be displayed allowing the quote details to be edited. The form should look something like the following.

 

fullquoteview

 

Edit the quote.

 

Press OK to save the quote.

 

See Also

 

· Quotes