The quotes feature will allow you to create quotes, estimates, proforma invoices and sales orders.

Step 1.


Navigate to Settings > Configure system > Toggle Features.


Toggle features

Step 2.


Click on the Features tab on the left-hand side.


featurestab


Make sure the checkbox beside Quotes is ticked.


quotes


For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


Alternatively, 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.