Quotes

Quotes

Follow these steps to create a Quotes  in the system : 

1. Click New Quote from Quotes Dashboard


2. Enter all the mandatory fields to create Quotes . For example, .
i) Select date and valid Till Date
ii) Select a client from the Billed to drop down
iii) Select Place of supply (based on the selection the GST rates of the item is defined)
iv) Line Items
Based on the items and place of supply ,the GST rates, amount will be displayed for the items automatically.


3.Click on the Create Quote button


4.New Quote created successfully and it will be sent to the respective client email address.