🧾 Point of Sale & Billing

Creating Quotations and Estimates

Before starting a repair, you can give a customer a written estimate instead of committing to a final invoice. From Sell, choose to add a quotation — it uses the same product/pricing screen as a norma...

Creating Quotations and Estimates

Before starting a repair, you can give a customer a written estimate instead of committing to a final invoice. From Sell, choose to add a quotation — it uses the same product/pricing screen as a normal sale, but is saved as a quotation rather than a completed invoice.

Once the customer approves, you can convert the quotation straight into a sale without re-entering anything.

Related Topics

quotation estimate sell