AccountsPortal Help Documentation

Sales Quotes

The Quotes feature can be used to generate and send Quotes, Estimates and Sales Orders to your customers. The quotes are entered as transactions but do not update any of your financial reports until they are converted to invoices.

Create a Quote

Navigate to the Sales tab followed by the Quotes sub-tab. Click on the Add New Quote button. Proceed to enter the fields as required. The field usage and requirements are the same as Sales Invoices.

Convert Quote to Invoice

An invoice can be created directly from the quote if you close the sale and deliver the goods or services. Open the quote and click on the arrow in the Convert to Invoice button. You have the option of creating the invoice with the Quote Date or Today's Date. The selection will convert the quote to a Sales Invoice in Draft status. Edit the invoice if required and mark it as Approved when you are ready to send it to your customer.

Reject a Quote

You can mark a quote as Rejected if your customer fails to purchase the goods or services. Open the quote, click on the Other Options button and then select Mark as Rejected.

Delete a Quote

Quotes can only be deleted if:

  • status is Open or Rejected
  • the quote is not marked as Sent

Other Notes

The fields printed and general styling of the PDF are controlled by the settings in Brands and Templates.

Quotes can make use of Email Templates but share the settings of Invoices regarding the Default template used.