Raising quotations, converting them, invoicing and getting paid.
In this section
1
Raise a quotation
Creating one, pricing the lines, and sending it.
2
Convert to an order or invoice
Turning an accepted quotation into what comes next, without retyping.
3
Record a payment
Allocating a receipt against invoices so the outstanding figure stays true.
Something missing or wrong here? Tell us — a question that needed asking usually means a page that needed writing.