Quote Feature

You may add quotes if you want to create an estimate of the charges for a service and then send it to your customer. Quotes can be converted to an Invoice at a later point. 

To manually create quotes hover on the Add button in the Statements tab. Select Quote from the list that opens.  

The Quote Items window will appear. From here you may start adding the items you want to see on the quote. 

The fields or columns in a quote are similar to the ones found in your Invoice Details window. You may open this article if you want to know more about the fields on your Invoice or Quote Details window. 

 Save your Quote once you're done editing. 

Turning a Quote into an Invoice

Click on the Quote link on the upper-right hand section of your Quote. A pop-up will appear asking you whether you want to go ahead and turn a quote into an invoice. 

You will be asked ether you want to add the items on an already open/existing invoice, or if you want to create a separate invoice for the charges. You may also toggle "Open the New Invoice Now," so as soon as the task is complete so the new invoice is opened automatically.