- Click on Sales
- Click on + button on the bottom right
- Select Quote button above it
- Provide the details
- Customer *
- Attention: The person you wish to address to in the organisation
- Select Address (or update manually below)
- Date *
- Expiry Date: Specify an expiry date on the quote
- Quote No. *: Auto generated form no. that can be overridden
Note: Eg. PO / SO number or etc.
- Currency *
- Exchange Rate *
Note: Rate is retrieved from our partner on daily basis, required when foreign currency is selected.
- Toggle Amounts Exclusive / Inclusive of Tax
- Items *
- Select a predefined Product for repeated sale or Account / Category for once off transaction *
- Name *
- Quantity *
- Note: Supports up to 4 decimal points.
- Unit Price *
Note: Support value (eg. 50) or percentage (eg. 2%).
- Tax Code
- Click Save as Draft for further revision
- Click Save & Approve to post the transaction to Chart of Accounts and share with the receiving party via E-Transaction or Financio Connect (Where applicable)