Note the subtotal, tax and total cells calculates the amounts automatically. You can double-click a customer account to retrieve all the information about the customer, or if want to create a new customer account, then fill the information directly into the "Bill To" section. Click it to open the list of customers / clients. This smart button appears whenever you click a supported cell. Click any cell inside the "Bill To" area.This makes the form ready for a new quotation - all fillable cells are cleared, and some of them are filled with default values - for example quotation date, sales rep. Switch to "Quote" worksheet if it is not the active one.Open the quote template / invoice template as usual.
#Quotation and invoice software free how to
Refer to our movie tutorial or quick start tutorial for information on how to create a customer account and your first invoice. The steps for creating a quotation are similar to those of creating an invoice. The standard invoice template shipped with Invoice Manager for Excel includes the quotation sheet created in this way. For example, many invoice templates here on contain the "Paid" and "Balance Due" cells, which are not suitable for a quotation for estimate template. You may still need to tweak the quote form manually.
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