Topic

Quote+

Customers, quotes, orders and invoices.

• Create a quoteSave a draft price for a customer.
• Add, edit or archive a customerKeep a customer's details and history together.
• Create full, part or deposit invoice draftsChoose how much of an order to invoice.
• Use materials and product recipesChoose saved product instructions for a quote.
• Record payments and creditsKeep a record of money already received or a credit.
• Revise, accept and order a quoteKeep the agreed version and make an order.
• Download statements and accounting exportsGet a customer statement or reviewed finance file.