Clear Books

The Mobile App allows you to create quotes on the go. In this guide, we demonstrate how to create a quote by manually filling in the details.

The Mobile App links seamlessly to your Clear Books account so that any data added in the Mobile app will appear in your Clear Books account. 

Step 1.

Log in to the Mobile App and you will land on the Dashboard menu.

Step 2.

Next, tap on the + icon in the blue circle, you can view this icon on the Sales and Purchases menu too. Tapping on the + icon will bring up a list of the available options, select Quote. 

Step 3.

First, select a customer, if the customer does not exist, just type the name and tap the Add icon.

Step 4.

Next, add a date for the quote.

Step 5.

Next, you can select the quote type.

Step 6.

The Show options button will show more options for the Invoice such as the Credit terms, Project, Summary and Bank Account. 

If you wish to have an additional reference to the quote created such as a photo of goods quoted you may do so by clicking Attachments. Tap on the + icon in the blue circle to add an attachment using your camera or from your photo library.

Step 7.

Tap on the Add items option. 

Here you will need to add a description of the item you are adding, an account code, the quantity, unit price and VAT rate. Tap on the tick at the top right to complete.

You can add as many items as necessary. Each item contributes to the subtotal, VAT and Total at the bottom.

Step 8.

Tap the ✓ icon at the top right to complete the creation of the quote.