Navigation CLIENTS > ORDERS
What do the columns mean on the Quote details screen?
Below is an explanation of what you see on the quote details screen:
Contains the day of the week relating to the service.
Contains the date of the job.
This column contains the long description of the service item that is being quoted for.
The total quantity of services being quoted for.
Is the amount charged for each individual service sold.
is the total amount charged. Charge = Qty x Net Unit.
This is a system generated paragraph that is based on the number of days that have been set in the Payment Types to determine when an invoice will be due for payment. See Payment Types for more information. The dates for when a payment becomes due can be viewed by downloading the Account Summary or by viewing the Home page of the client portal.
The information that appears on the Quotes details screen, as well as printed on the Quote PDF, can be customized to suit your business needs and include as much or as little information as you wish. It is recommended that you include how you wish your clients to pay for their information.
If you are registered for paying Tax, it is a legal requirement in some countries to include your registered number on your invoice and this can be included here.
How do I find a Quote?
From the client's orders screen, identify the order you wish to view the quote for by its name, or the service dates.
Click the blue link with the word "Quote" in the "Invoice" column to view the quote.