![]() If you think the sales tax calculation is wrong, please see the Tax tab of Options to configure tax rates.Ĭlick this button to see how the quote will appear when printed, saved as a PDF document, or emailed to a customer.Ĭlick this button to change your quote and any of the information entered, into an invoice for your customer. These are notes for internal use only - they are not printed on the quote. These notes are printed on the bottom of the quote. See the Apply Discount help topic for more information about discounting. Select an item in the list, to change the header text or reorder the columns.Įasily switch between product and service based businesses by selecting Item or Rate from the column header drop down list and Qty or Hrs from the column header drop down list.Ĭlick the Add Discount button to apply a discount either to the entire quote, or to a line item. You can edit a heading by clicking on the header a second time, this opens a drop down list. ![]() You can sort an item list in your quote by clicking on a quote heading. ![]() Click inside the item list to add a new item, or select an existing item, and update the quantity quoted. Select this radio button to make shipping address different from billing address Select this radio button to keep shipping address same as billing address Leave this blank if this is not required. Select a special sales tax exempt option if this is a customer who is sales-tax exempt (a foreign customer, for example).Įnter the address the products should be sent to. To access the New Quote window, click Create New Quote from the left sidebar on the main screen, or press F10.Ĭhoose the Customer from the pull down list, or enter a new customer.Įnter the address the quote should be sent to. Screen References - New/Edit Quote The New/Edit Quote window is where you fill in the details for a quote.
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