- Knowledge Base
- 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: