Sales & Billing
What this guide covers
Open Quotations.
How to do it
Open Quotations. Use the available create action to enter customer, items, quantities, pricing and applicable taxes. Review the quotation before saving or sharing.
Good to know: The exact quotation workflow may vary with enabled billing features.
Need another guide?
Use the search above or browse all categories. Menu availability depends on your company permissions and plan.
Open EasyBills →