Quoting, Ordering, Invoicing and Bills
If you're using NextMinute to manage billable work and want to learn how to quote, purchase order, work with bills or invoices take a look here.
- Set default due date for Invoices
- Set customer expiry dates for Quotes & Invoices
- Set default expiry date for Quotes
- Supplier Invoice Import Templates
- Quote Import Templates
- Delete and Rename Pre-Built Sale Item Templates
- Quotes & Invoices Terms & Conditions page
- Create invoice from existing charges
- Marking charges as invoiced
- How to add quote section onto a new page
- Setting budgets for your contractors via tasks
- How to add discounts to quotes or invoices
- Quick Add Quote/Invoice
- How to Import and Split Supplier Bills Across Multiple Jobs
Quoting
- Create a Quote - Desktop
- Create a Quote - Mobile
- Create a Quote from Pre-Built Templates
- Create a Quote Variation
- Create a Quote using Import file
- Quotes - Accept & Reject Selected
- Quote vs Estimate
- Quote Grid Overview
- Quote Acceptance
- Export Quotes list
- Import line items into an existing Quote
- How to use sections in Quotes
- Using Pre-Built Templates as kits
- Set a Markup for multiple line items
- Setting a Margin for Quotes & Invoices
- How to extract your Quote/Invoice as a PDF File
- How to attach photos/files to your Quotes & Invoices to send to your customer
- How to request a quotation from a supplier
- Variations - How to add a negative variation to your existing quote
- How to create Tasks from a Quote
- How To Edit Quote Details
- Quotes More Options
Invoicing
- How to create an Invoice from a Quote
- Syncing NextMinute invoices with Xero & MYOB
- Sync Invoice Transactions from MYOB & Xero
- Invoice Grid Overview
- Invoices - Mark as not Synced
- Create an Invoice from Charges - Desktop
- Create an Invoice from Charges - Mobile
- Sync Invoice Transactions with Xero
- Add Payment & Credit Note to Invoice
- Export Invoices list
- Negative Discount Value Error
Bills & Supplier Invoices
Purchase Orders
Additional Help with Quotes, Invoices, Bills and Orders
- Billables - Delete Selected
- Customising your Quotes & Invoices
- Attach files to Quotes, Invoices, Supplier Invoices or Orders
- Sending files as attachments on Quotes, Invoices, Supplier Invoices or Orders
- Quick Add - Supplier Invoice
- Filter accounts lists by due/expiry date range
- Filter accounts list to Include Deleted
- Accounts Filter by Date & Job
- Accounts Template Overview - Desktop
- Accounts Filter by other dates
- How to format your Quotes & Invoices - Simple View
- How is GST calculated on line items in NextMinute?