Setting a Margin for Quotes & Invoices

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In this article we guide you on setting a margin for quotes and invoices and this will update all your markups.

Margin: Sales minus costs of goods sold, so it is the percentage difference between the selling price and the profit.
Markup: Percentage difference between the actual cost and the selling price.


Step 1: Navigate to Accounts and select Quotes




Step 2: Select Quote you wish to set and update all Markups





Step 3: Select the Margin





Step 4: Change Margin









The Markup and Margin percentage should be updated and invoice changed.

Quoting & Invoicing

  1. Setting a Margin for Quotes & Invoices
  2. Export options for Quote & Invoices
  3. How do the printing options work in Invoices and Quotes?
  4. Set default Quote expiry & Invoice due dates for Customers
  5. Edit Accounts Section Titles and Description - Mobile
  6. Quotes & Invoices Terms & Conditions page

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