Quotes
How Do I...
Quotes are printed estimates for a possible sale that can be presented
to either a new prospect or recorded customer. You can also set up expiration
dates for entered quotes, or apply a Status to a quote using the Track It panel.
When you print or save a sales quote, you do not actually update accounting
information. The sale is recorded and accounting information updated when
you convert the quote to a sales invoice.
Learn More
Are
you entering a standard quote for products or a quote for services?
Did
you know you can customize this window, hiding fields you don't use?
Is
this a quote you send on a regular basis?
If you want to send basically the same quote to a customer
a number of times, you can memorize
the quote. Memorized transactions are like a template that you can quickly
flesh out for specific transactions. They are not posted to the general
ledger. You can also create a new quote by copying an existing one.
Copy a quote
Enter
a memorized quote
Use
a memorized quote
Converting
a quote to a sales order or invoice
When your customer accepts the quote you sent, then you
can convert it to either a sales order or a sales invoice.
After you convert the quote, it will be available for viewing but not editing. A converted quote will display the word "converted" in large red letters to notify you, and the Save, Print, Convert, Email, and Delete buttons will be disabled. You will be able to select a converted quote from the Quotes list, as well as from the Sales Order or Sales Invoice that it was converted to.
Convert
a quote
Printing
or previewing customer invoices
Help
with specific fields
For a listing of fields in the Quotes window, click the
link.
Quote fields