Adding a quote or estimate
To add a new quote or estimate, do the following -
- Click on the "Estimates" tab.
- Click on the "New Estimate" button on the left side.
- Fill in the details for the fields tabulated below.
- Click on the "Save Estimate" button.
| Field |
Description |
Additional Details |
| Select Customer |
Select the customer to whom you want to send the estimate, from the drop down list. |
If the customer is not already present, you can use the “+” button to quickly add a new customer.
Alternatively you can add your customers using the “Add Customer” option in customer tab, before adding the estimate so that they are readily available in the dropdown list while adding a new estimate. |
| Currency |
Select the currency for this estimate. |
By default your base currency will be selected. Base currency is the currency that you have configured in the settings page (Settings --> Currency & Time).
If you have configured any particular currency for the selected customer, then that currency will be automatically selected.
|
| Template |
The template to be used for this estimate. |
|
| Exchange Rate |
The exchange rate of the currency used in estimate with respect to your base currency. |
This will be applicable only when the estimate currency is different from the base currency. |
| Estimate # |
The unique number to represent this estimate. |
Refer estimate number configuration for details. |
| Estimate Date |
The date on which the estimate is raised. |
|
| Reference # |
The reference number for this estimate. |
|
| Item |
The product/service that needs to be part of this estimate. |
|
| Description |
The description for the product or service that you are sending estimate for. |
If you had given a description while adding the item, then this will be automatically filled by the system. |
| Qty |
Number of items that you are selling, in case of service this field will represent the number of hours. |
|
| Rate |
The listed price of the product, in case of service this will be the hourly rate. |
|
| Discount |
The discount (in %) that you are planning to offer the customer. If you are not planning to offer any discounts then leave this field blank. |
|
| Tax1 |
You can specify up to two taxes for the product/service. This field represents the first tax. |
If you have specified tax for the item while adding it, then this will field will be automatically filled up by the system. |
| Tax2 |
You can specify up to two taxes for the product/service. This field represents the second tax. |
If you have specified tax for the item while adding it, then this will field will be automatically filled up by the system. |
| Add New Line |
This will add another row in the item table. |
|
| Customer Notes |
The message you want to include in the estimate for the customer. |
If the message you want to include is a generic one and if you want this to be part of all the estimates that you generate, then you can configure the message in estimate preferences. |
| Terms & Conditions |
The terms and conditions that you want to include in the estimate. |
If the terms and conditions are generic for all the estimates, then you can configure it in estimate preferences. |
For any other queries or information, feel free to contact us any time at support@zohoinvoice.com
