A quotation is a formal statement setting out the estimated cost for a particular job or service. It can be found under Invoice app.


Click Create Quote


Step 1: Fill in Information: Quote name and recipient email address

Step 2: Setup list of items in the table below by clicking on any rows to input value. Please note that all pricing is after GST (if applied).



Step 3: Add some note, for ex Bank account for cheque payment


Step 4: Preview your quotation. You can choose to come back to edit or proceed to Create Quote