Customer

Choose the Customer from the pull down list, or enter a new customer.

Date

Select the quote date.

Salesperson

Enter the salesperson for this quote.

Tax

Select the special sales tax exempt option if this is a customer who is sales-tax exempt (a foreign customer, for example).

Bill To

Enter the address the invoice should be sent to.

Ship To

Enter the address the products should be sent to. Leave this blank if this is not required.

Comments

These notes are printed on the bottom of the quote.

Private Comments

These are notes for internal use only - they are not printed on the quote.

Quote Items

This is the list of items on the quote. Click Add Item to add a new item, or edit and delete existing items.

Add Flat Discount

Click on this button to add a flat amount as a discount to the entire quote.

Add Percentage Discount

Click on this button to add a percentage-based discount to the entire quote.

Add Discount per Item

Click on this button to enable the discount column for each item on the quote. Line item discounts must be entered as a percentage.

Subtotal

This is the total without the tax calculations.

Total

This is the sales tax and total display. If you think the sales tax calculation is wrong, please see the Tax tab of Options to configure sales tax rates.

Save as Draft

Click on this button to save the quote as a draft.

Record and Print

Click on this button to Record the quote and print out a copy.

Record and Email

Click on this button to Record the quote and email a copy to the customer.

Record

Click on this button to Record the quote.

Change the name of customer 'Old' to 'New'

Updates the 'Old' customer name to 'New'. (Desktop version only)

Create a new customer 'New' leave 'Old' as it is

Automatically creates a 'New' customer. (if available)

Do nothing

Don't save customer information and continue editing. (if available)