Creating quotations
Send an estimate with GST worked out for you, track whether the customer accepts it, and convert it to an invoice.
Quotations live in Finance → Quotation: send estimates and convert them to invoices.
How to create a quotation
- Go to Finance → Quotation and select Create Quotation.
- Choose the customer.
- Check the place of supply. For Indian businesses it decides which GST applies — CGST + SGST within your state, IGST across states.
- Add the items, quantities and prices. Tax is calculated for each line.
- Save.
Sending it
Open the quotation. From its header you can:
- Send it to the customer
- Print it
- Download a PDF
- Edit it
After the customer replies
The quotation shows where it stands — for example Accepted by the customer or Declined by the customer.
When the customer agrees, select Convert to invoice. The invoice is created from the quotation's lines, and the quotation is marked Converted to an invoice.
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