1. Knowledge Base
  2. Quoting, Ordering, Invoicing and Bills

Quick Add Quote/Invoice

The Quick Add function is also available for Orders and Supplier Invoices as well

If you are needing to create a quote or invoice quickly with a total amount (that can be inclusive or exclusive of GST/TAX), then the Quick Add function may be the option to try.

You will need to go to Accounts then go to Quotes/Invoices, then select Add->Quick Add:


Enter the tile for the quote/invoice, details and if needed they can be assigned to a job or task.

Then you will be able to add in 1 line item, that is the total quote/invoice:


Line item charge type can be Labour, Materials, Disbursements or Other (Other line item requires a name). 
You are required to give the line item a description and the quote total.
With the quote total, you have the option to have it include tax/GST.
You can also attach files to the quote.

If using the "Includes Tax function the following rounding may appear: