How to Create a Quote
- In the Invoice module, select Quotation under Invoice Information on the left hand side of the screen.
- Click OK in the popup window to confirm.
- Bring your customer and your items to your invoice.
- Finalize the transaction.
How to Finalize a Quote
- In the Invoice module, under Reports, select “Inventory List” and hit “View.”
- Find the estimate your would like to finalize and right click on it.
- Select Finalize order. You will then be able to finalize your estimate.
In your customer’s Invoice list, you will see an (F) next to the estimate indicating that it has been finalized.