Online quote, billing and invoice by
description
Transcript of Online quote, billing and invoice by
Datamotohttp://datamoto.com
Beginner’s 1 and 2 demo covered:
Configuring the application
Loading clients and inventory
Here we will cover:
Creating invoice and quote
Click on Add to create a new Quote
Typing * will list all the existing customers. You can type first few letter of the Customer’s
name to shorten the list.
Add new Customer
Set this if quote is for Service
If needed, select shipping methods
Typing * will list all the existing items from inventory. You can
type first few letter of the item code to shorten the list.
Click to edit or email PDF to customer
To check PDF file
Your quote in PDF
Email PDF file
If you generate Service Quote…
To change header, adding or removing columns, check creating template demo
Creating or working on an Invoice
• Create an invoice from an existing quote
• Create an invoice without quote
Click to edit
Click to convert
Click
You just created a new invoice from a quote
Click
Select a customer
Click
New customer? Add
Type * or any matching characters to list
customers
Type * and Select an item from inventory
Click to create
To change header, adding or removing columns, check creating template demo
You just created a new invoice
Datamotohttp://datamoto.com