Toggle on the quotes feature if this does not appear in your menu.
Step 1.
Navigate to Sales > Quotes and click on the Create quote button.
Step 2.
Fill in the details of the required fields of the quote and select the appropriate Quote type in the drop-down list.
Hit the Save draft button to complete.
All draft quotes will appear in the Sales > Quotes > Draft tab. The type of quote is determined by the prefix shown:
QTE = Quote
EST = Estimate
PFI = Proforma Invoice
SO = Sales Order
You can now process your
Technical support is available from Monday to Friday, 9 - 5.
How to contact support within Clear Books
We also welcome you to visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.