Skip to content
English
Request Support Customer portal
NextMinute App
  • There are no suggestions because the search field is empty.

Create a quote from existing charges

If you've already recorded charges - labour, materials or disbursements - against a job, you can turn those charges straight into a quote instead of re-entering everything by hand.

Steps

  1. Open the job that has the charges you want to quote. 
  2. Go to the Charges / Billables area for that job. 
  3. Select the charges you want to include in the quote.
  4. Choose the option to create a Quote from the selected charges. 
  5. Review the draft quote - line items, descriptions, quantities and pricing pull through from the charges. Adjust wording or grouping as needed. 
  6. Save, then preview and send the quote as you normally would.
Good to know: This works the same way as creating an invoice from charges - it just produces a quote instead. If you can't see the create-quote option, contact NextMinute support.