Quotes and sales orders

Send a quote

1. Go to Sales → Quotes and click New quote.
2. Add the customer and lines, just like an invoice. Valid until defaults to 30 days.
3. Click Save and mark sent, then email it or copy its link.

Customers can accept or decline the quote from its link. You can also record their answer yourself under Customer replied? on the quote.

Turn it into an invoice or an order

• Turn into invoice creates a draft invoice with the same lines, ready to check and approve.
• Turn into order creates a confirmed sales order. Use orders when there's time between the yes and the delivery, for example parts on order. Products on confirmed orders show as on orders in Stock on hand, so you don't sell the same stock twice.

When the order is delivered, click Invoice this order.