Step by step
- Open Administration › Settings, click the Invoices tab and scroll to the quote fields.
- Type a Quote prefix (e.g. Q gives Q-0001).
- Set Next quote number.
- Set Quotes valid for (days) (1 to 365).
- Press Save invoice settings.
Questions
Does the validity change quotes already sent?
No. Each quote keeps the valid-until date it was given.
Do customers get reminded about quotes?
Only if Remind customers of quotes waiting for an answer is ticked under Documents & emails.
Works together with
- Invoice settings: numbering, terms, VAT, bank details and footerHow your invoices and quotes are numbered, when invoices are due, the default VAT rate, the bank details printed for transfers and the footer text.
- QuotesPrice work before you do it. The customer accepts or declines by a link, or you record their answer. An accepted quote raises the approved amount on its job.
- Create a quoteStart a new draft quote for a company, with a title and optional notes for the customer, then add the lines.
- Turn automatic emails on or offChoose which emails SubClik sends by itself: job progress to the customer, the morning printer alert to the office, and reminders for unpaid invoices and unanswered quotes.