Choose the Customer from the pull down list, or enter a new customer.
Select the quote date.
Enter the salesperson for this quote.
Select the special sales tax exempt option if this is a customer who is sales-tax exempt (a foreign customer, for example).
Enter the address the invoice should be sent to.
Enter the address the products should be sent to. Leave this blank if this is not required.
These notes are printed on the bottom of the quote.
These are notes for internal use only - they are not printed on the quote.
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.
This is the total without the tax calculations.
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.
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)
Don't save customer information and continue editing. (if available)