This feature is only available for Advance and Special Package only

One of the front liners in having the way of acquiring orders and purchases is the quotation and the Invoice. Provide a positive impression to your clients by choosing a quote as well with the invoice from this wide array of Quotation & Invoice Generator! With our top-of-the-line generator, you can create a well-formatted document that you can use for your business. This will help you to create a quotation and invoices for clients. This includes a direct payment link for the client to pay.

How to generate quotation

The quotation appears in your dashboard, Kindly please log in to your dashboard and follow the steps below.

  1. Login to your dashboard
  2. Scroll down to section ‘Quotation’, then click ‘Create New’
  3. When you add a quotation, it will create a new quotation. Fill in the related fill and click the “Create New Quotation” button.Below are the details of the elements in the table:


    Item Detail
    Client Name The name of your client
    Contact Person The name of your client’s contact person
    Client Email Client’s Email Address (Quotation will be send here)
    Client Address Client’s company address
    Client Phone Client’s company contact number
    Quotation Date Date of quotation
    Quotation Note Note for the quotation. (Will be displayed on bottom right of the quotation document.)
    Item Items for the quotation
  4. Next, once you’ve successfully created the Quotation. You may go to “Setting,” then click “List

Quotation List

This will displayed all the quotations that you already add in the apps.

Below are the details of the elements in the table:


Item Detail
Quotation Number Unique number for the quotation
Client Name The name of your client
Total Amount Total amount of the quotation
Quotation Date Date of quotation
Status Status (The status of this Quotation (Active/Closed
Quotation URL Click to view the quotation
Invoices Link to create/view invoices for respective quotation
Email Click to send quotation to client’s email

Note:

  1. When you click on the quotation number, you’ll see the detail page of the quotation.
  2. When you click on the “View” link under the Quotation URL, you will be directed to the actual Quotation Page.

Quotation Page

You can either set the Quotation status as Active or Inactive

Create New Invoice

Create Invoice from the Invoice List page. When you add an invoice, it will create a new invoice. Fill in the related fill and click “Create New Invoice” button.

Below are the details of the elements above:


Item Detail
Description Details of the invoice
Amount Percentage Percentage of total amount from quotation to be paid

Invoice List

This will display all the invoices that you already add under the quotation.

Below are the details of the elements above:


Item Detail
Invoice Number Unique number of the invoice
Percentage of Quotation Percentage of total amount from quotation to be paid
Total Amount Total amount to be paid
Status Status of the invoice (Inactive, Pending Payment, Paid)
Invoice URL View the invoice
Email Click to send the invoice to client

Screen Shot 2015-04-09 at 1.17.01 PM
Have more questions? Submit a request by clicking the green help button right side, bottom

Leave a Reply