The quotes feature will allow you to create different quote types.

How to create a quote, estimate, proforma invoice or sales order

Navigate to Settings > Configure system > Toggle Features and click on the 'Features' tab on the left-hand side.

Enable the 'Quotes' feature using the slide button as shown at the bottom of the screenshot below.

Technical support is available from Monday to Friday, 9 - 5.

Contact Clear Books Support

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.