To create quotations, please follow the steps mentioned below:
Step 1: Go to “Quotations” and click on " + Create Quotations"
Step 2: Select the “Customer”
Note:
You can select invoice date and due date.
You can add any reference.
Step 3: Select the “Product” and click on “Add to Bill”
You can add discount to the product:
To add the discount to the product select the discount on >> Select the discount type.
Add Notes and terms:
Add the applicable notes and terms in the given section to mention notes and terms on the invoice.
Select Bank Details:
To understand how to add bank details you can click on the link below.
Add/Select signature:
To add the new signature please check the steps from the link below:
Step 4: Click on “Save”
