To send a quote to a customer, click ‘Create new quote’ from the left side bar, or ‘Create new quote’ from the top menu of the Quotes page.
This will open a pop out page from the right side of the screen, where you are able to populate the details of your quote. Enter the following information:
Customer name
Customer email
Property address (use type ahead pre-fill or enter manually)
Quote Number
Click the ‘Click here to add your first item’ to add your first line item.
Give the item a
Name/Description
Price
Quantity
If the item requires GST to be applied, select the ‘Apply GST’ checkbox - GST will automatically be applied
Click the ‘Click here to add an additional item’ to add any additional items if required.
Select the date that the quote is valid until using the date picker.
Select the number of days that the invoice will be due from when quote is accepted.
Optional - Copy and paste a Xero ID, to link the quote number to your Xero quote in the email that is sent to your customer.
Once complete, click ‘Finalise & Send’ and the quote will be sent to your customer.
You will now see a new entry on the 'My quotes' tab on the ‘Quotes’ page