and manage your quotations or estimates with
type F to go full size - Write and manage your quotations or estimates with invoiceit!
At left is the main Quotation input screen. Here, you can write,
view, print or e-mail your quotations or estimates, make pricelists and catalogs,
convert quote to invoice and
You can add text lines to quotations and invoices, and use the optional 'Extra' column,
which you can re-name to suit. Hide totals where you offer
Trading conditions can be added to each Quotation (they are set on Setup
The printed Quotation has an Acceptance Slip. Clients can tear it off,
sign and return it to as their go-ahead for this offer.
There is a report which alerts you to Quotations that have not yet been
accepted so you can follow them up and avoid clients buying somewhere
else! How often do your quotations fail because there's been no
Set up your sources of business and keep track of your advertising and
There's space for keeping internal notes about this estimate.
Using a picklist to add items to a quote with invoiceit!
There are several ways to add
Simply type what you want
Use the pick list
From the 'code' dropdown on start of each line
Shown at left is the Pick list. Use the yellow fields at top to quickly
find any item, or select a group in the left column, then click on
the item you want to add at right - it's done. You can change the description,
quantity or unit price, if the list price is not
applicable for this customer. Or set up price levels to auto-assign
prices for selected customer.
Add unlimited plain text - this allows you to fully explain
type F to go full size - It is easy to convert a quotation into an invoice with invoiceit! Just click the Convert button and here it is. This example shows the invoice created from the Quotation at top.
It is easy to convert a quotation into an
invoice. Just click the Convert button and there it is. This example
shows the invoice created from the Quotation at top.
Make last-minute changes, if required, then print or e-mail the invoice.
It is also possible to
convert a quotation or estimate into a recurring billing template.
ORDER ENTRY: If you don't use quotations, you can use this section to
enter your orders as they are received and, instead of sending a
quotation, you send an Order Confirmation. The quotation headers can be
changed on Setup p.5
When the order is ready to be supplied, click on Convert and it's done.
The 'Extra' column can then be used to advise back-ordered or cancelled
Seriously fast data
If you send quotations that are lengthy or have many line items, you can
copy the content of any quote to make another with the Template
button. Just select another customer and make any changes that are appropriate on the resulting new
Just think how much time is saved by not having to manually repeat
entries countless times.