Help · Sales
Quotes in SwiftlyBooks
Priced offers to customers, made into an invoice or a sales order when they say yes. A quote posts nothing to the books.
Make a quote
- Press New quote, choose the customer and add the lines.
- It holds for 14 days: change Valid until to hold it longer or shorter.
- Press Approve to give it its number, such as QT-HO-000001.
- Press Email or WhatsApp on the quote to send it.
When they answer
- Press Accepted or Declined on the quote.
- Press Make invoice for a draft invoice at the quoted prices, to check and approve.
- Or press Sales order to take it as an order first, and invoice it as the goods go out.
Good to know
- Making the invoice marks the quote accepted, so you needn't press Accepted first.
- An expired quote can still be made into an invoice. A declined one can't.
- Each branch numbers its own quotes.
Related
The same help is in the app: press the ? at the top of any page.