Set up Customer
Create a job, then choose the areas to price.
Which areas are included?
Choose the areas needed for this job. You can return and change these at any time.
No areas are set up in the price book yet.
Price by area
Tick required items, adjust quantities and edit unit prices. Extras stay separate.
Additional quantities or custom work, priced separately from the base quote.
No extras added to this area.
Review quote
Check each area, then set chasing and VAT. Extras stay in their own lines.
| ITEM | QTY | UNIT € | TOTAL |
|---|---|---|---|
| No base items ticked in this area. | |||
| ITEM | QTY | UNIT € | TOTAL |
|---|---|---|---|
Area subtotal
VAT defaults to 0%. Set the correct rate for each job. Chasing is listed under the subtotal and taxed with VAT.
Quote & invoice
Issue the full quotation first. After the customer accepts, create a deposit, balance, or full invoice.
Quotation
The quotation always shows the full job total. Deposit % is chosen when you create an invoice.
Quote accepted
This quote has expired.
Create invoice
Generate the quote first.
Accept the quote before creating an invoice.
Invoices reference .
All invoices for this quote are already created.