How to create an invoice/Quote?
1. Select the order you wish to create an offer - Quote/Invoice.
2. Select the 'Make an offer' option on the right-hand side of your screen.
3. Complete the offer form - double-check all the costs are correct.
4. Create an additional payment box, if required, by clicking the '+' button.
5. Once the offer has been completed and on clicking over the 'save as draft' button, the offer is saved as a draft.
6. On clicking over 'save and submit' button, this action will notify your customer via email and chat about the offer you’ve created.
7. Manage Your Offer with Action Buttons
Once the offer is submitted, you can manage it with the following action buttons:
View Offer: Review the details of the offer at any time.
Download Quote and Invoice: Download a copy of the quote or invoice for your records.
Edit the Invoice: You can make changes to the offer or invoice until the payment is completed by clicking the respective button.
Delete the Offer: If necessary, you can delete the offer, provided the payment hasn’t been processed yet.
Attach the Quote and Invoice: If you need to attach a quote or invoice to the offer for better tracking, you can do so here.
By following these steps, you can easily create and manage offers, ensuring smooth communication with your customers and keeping your sales process organized.
Note: You can create multiple offers by simply clicking the ‘Make Another Offer’ button.