Create a quote

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  1. Go to Income from your navigation bar.
  2. Tap the + icon at the bottom right corner
  3. Tap Create a quote
  4. Fill out all of the necessary fields;
  • Choose Quote style: here you can customise your quote by changing the colour, and template. You can also upload your logo
  • Change currency, this allows you to bill clients in different currencies
  • Select a tax, if applicable.
  1. Tap the Next button to add sender Info;
  • Fill in your information. This is automatically generated with info you have filled in the registration form, but you can edit as you see fit.
  • From the Client Name dropdown menu, choose a client. If the customer isn't already in the list, you can add them by tapping the Add Client button and filling out the necessary details. Note that you can only select one client per quote.
  • Check the auto-generated Quote number or enter an invoice number manually
  • Select a Valid till for the quote. The valid till date signifies that the prices stated in the quote would only be valid for a certain period of time. 
  1. Tap the Next button to get to add the invoice items;
  • Tap the Add Item button to select from a list of your pre saved items, if the item you want to add to the quote is not listed, Tap Add and fill in the necessary details in the form.
  • Fill in the Quantity and Discount, if applicable. 
  • Note that you must have at least one line of item to create a quote.
  1. Tap the Next button to get to add payment details;
  • Input Overall discount, Tax and Initial payment, if applicable. This helps for better calculation of the Grand total amount attached in the quote.
  • Input the Payment Details, this is automatically generated if you have filled it in your settings but you can also change as it suits the quote.
  • You can also add Notes, if the need arises.
  1. Tap the Next button to see a preview of your quote,
  2. Tap the save button to see a dropdown containing the actions below;
  • Save
  • Share via WhatsApp
  • Download
  • Share via Email
  1. Choose any of the options in the drop-down and your quote is good to go!

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If you have questions or need assistance, please do not hesitate to contact us.