Raise a Quote

Raise a Quote

1) Head to the Sales section

2) Click the 'Add Quote' button

3) Select the customer you wish to raise a Quote for.
      a) If there are no existing customers, you can add a new customer from the business details section or you can click on the 'New' button to the right of 'Select Customer..' and fill out their details here. Please note, if you wish to email your invoices to the customer, a valid email address will need to be entered.

4) In the 'Enter Item Description' box, you can enter a line to show on your Quote, enter the details in this box, then enter the details for quantity, price and VAT rate (if VAT registered). Click the '+ ADD' button to save this to the invoice, repeat until all detail has been entered.

5) Enter any other comments in the header or notes section as required

6) Click 'SAVE AND CLOSE'

7) You have now raised a Quote and you should now see at minimum, a red pdf icon . You can click this icon to save a pdf copy of the invoice which you can then send to the client or print out. If you did enter an email address for the customer when entering their details, you will also see an email icon  which you can click to email a copy of the Quote to the client.

**f you wish to convert the quote into a sales invoice. Simply click on Quote located on the left hand side of the page.  You should then receive a pop up messing asking if you wish to convert the quote into a sales invoice. **

If you haven't yet done so, you can set up your email configuration so that the emailed invoice comes from your email address rather than the default no-reply email address for LimeBooks. Check out our guide here on how to set this up.

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