Selling
Price quotes: send a quote and turn it into an invoice on accept
Create a quote for a customer from Quotes, send it, then press "Accept → invoice" when they agree, or decline it with a reason. Quotes do not touch stock or the books.
Verified against the product on 1 min read
A quote lets a customer see the items and the total before they commit. When they accept, one press turns it into an invoice, with the same lines.
Steps
- Open "Quotes" from the menu and press "New quote".
- In "New quote" choose the customer ("Pick a customer…") and the "Currency".
- Under "Line items" press "Add a product…", search the item and set the quantity and the price. Add as many lines as needed; the "Subtotal", "Tax" and "Total" update.
- Press "Save". The quote is a "Draft".
- Open it and press "Send". Its status becomes "Sent".
- When the customer agrees press "Accept → invoice". An invoice is created from the quote; use "View invoice" to open it, then collect payment as usual (selling with an invoice).
- If they say no, press "Decline" and write the "Decline reason". The status is "Declined".
If it doesn't work
- "Could not save": a customer or at least one line is missing, or the connection dropped; try again.
- You cannot find a quote: use the filters "All", "Draft", "Sent", "Accepted", "Declined".
What the system does not do
It does not email or message the quote by itself; "Send" marks its status. Share the figures with the customer yourself.
Common questions
- Does a quote reserve the stock or record a sale?
- No. A quote is a non-binding offer. Stock and the books move only when it becomes an invoice.
- What is the difference from Request for quotes?
- Quotes are what you offer your customer. Request for quotes is what you ask your suppliers, to compare their prices before buying.
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In the same section
- A barcode isn't found at the till: the three choicesThe window "This code isn't in your products" after a scan: add it as a new product, add the code to a product you have, or sell for a price you type.
- Checking a price at the till without adding it to the saleA customer asks "how much?": press "Price check" on Sell, scan or type the code, and see the price and the quantity on hand. The cart is not touched.
- Creating an offer or promo code and applying it at the tillFrom pricing & offers: "New offer" as a percentage, fixed amount or buy-get, with a promo code, period and minimum cart, then the code at checkout.
- Gift cards: issue one, accept it at the till, cancel itTurn on gift cards, issue a pre-paid card with a value and a code, take it as payment on a split sale, and cancel a card by refunding the balance or keeping it.
- Payment methods at the till: cash, card, wallet, credit, splitWhat each option at Charge means and where the money is booked: cash in the drawer, card and transfer in a bank account, credit on the customer, and splitting.
- Printing the receipt, saving it as a PDF, or sending it on WhatsAppFrom the invoice page: "Save & print" for an 80 mm thermal printer, "Print PDF only", or "Send" on WhatsApp with a link the customer opens on their phone.
This page is also available in العربية · کوردی
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