Make a quotation, estimate or proforma invoice
On the sale screen open Pre Sale and choose New Quotation, Estimation or Proforma Invoice. Add lines as for a sale; nothing moves in stock or money. Print or share it, and convert it to a sale when the customer agrees.
You need: Sale permission
- Open Sales → New sale and pick the customer.
- Open the Pre Sale menu and choose New Quotation, New Estimation or New Proforma Invoice.
- Add the lines exactly as on a sale: search, Enter, quantity, price.
- Save. Print it or Share the link.
- When the customer agrees, open it under Pre Sales and press Convert to sale: the lines are carried over and stock and money move only now.
Works on: the web app.
Questions people ask
What is the difference between the three?
Only the title and the number series. A quotation is an offer, an estimate a likely cost, a proforma a bill in advance for a payment.
Can I copy lines from an old bill into a new one?
Yes. On the sale screen, Copy from lets you tick lines of an earlier sale or pre-sale.