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.
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