Setting a Margin for Quotes & Invoices

In this article we guide you on setting a margin or markup for your quotes and invoices.

Important Note:
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 Quotes and select Quote you wish to set and update all Markups


Step 2: Select the Margin


Step 3: Change Margin


The Markup and Margin percentage should be updated and quote changed as shown in the following screenshots.