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Creating a quote, order or invoice

First we'll create a quote (Creating an order or invoice goes in the exact same way). When this quote is accepted we change the status to accepted and duplicate the quote to an order with status in process. The order might be changed during the process. Perhaps the customer wants some modifications after the quote. We can change the order and the related quote will stay original. When the order is done we duplicate it to an invoice with status waiting for payment. We send the invoice to the customer and when the customer pays it we'll change the status to paid and a thank you message is sent to the customer.

To create a quote take the following steps:

1. Go to the Billing module
2. Double click at quotes
3. Click at the "Add" button

Now we opened the following screen:

Fill in all the values and click at "Continue". You might not have the "Language" and "Webshop" options. The language option is only available when the administrator defined multiple languages and the "Webshop" option is only available if you have a webshop frontend installed.

Note that the customer and contact field autocomplete values from the addressbook.

After pressing continue we'll see the following screen:

You can add a product from the catalog by typing a product name in the add product textbox. It will autocomplete the name and by hitting enter it will fill in the values in the order items.
You can also enter a custom value.

If you want a blank line to appear on the layout you must enter 0 for the amount. You can reorder items by clicking on the blue arrows.

Click on "Continue" to continue to the "Status" tab:

Select the status here. If you click on "Notify customer" an e-mail with the invoice will be sent to the customer. The way that e-mail looks and if a PDF file is attached depends on the configuration. You can read about that here in the Administrator section.

 

Click on "Continue" to continue to the "Recurrence" tab:

Here you can make an order repeat after a certain amount of time. When you select a recurrence period the current order will be copied to with a new order date in the future. It won't have an order number yet. When the order becomes active you can sent out the recurred order and a new copy will be made for the next recurring instance.
You can send out multiple scheduled orders at once by using the function "Batch order status" from the orders overview.

Optionally you can add a frontpage to the quote You are done now so you can click at the "Ok" button to return to the order list.

Duplicating

When this quote is accepted you can create an order from this quote. Open the order and click on "Duplicate". Now save this order in the "Orders" book. The same can be done from order to invoice.