Documents

Quotation, also known as a quote. It is a document that a supplier will submit to a potential client that lists the proposed prices for the supplier’s goods or services. There are different ways by which you can create a quote. Check below screenshot Step 1: Click on “Sales> quotes”  in the upper left corner. For a new […]

There are different ways to create your invoice. Follow these tips to learn how to make an invoice for your business. Option 1:-  From your menu bar go to “Sales>>>Invoice”, Click on invoice or plus icon. Option 2:–  From your menu bar, go to “Contacts>>>Customers”, when you will click on “Actions”, you will see option to “Create invoice”. You