Quotes

Overview

The Quotes module allows you to create quotations for your customers. Once a quote is accepted, it can be converted into an invoice with a single click. All quote data, including line items, taxes, and discounts, are carried over to the invoice.

Accessing Quotes

Navigate to Account > Money In > Quotes tab.

---

Quotes Dashboard

The analysis panel at the top displays 4 key metrics:

---

Quote List

A searchable, sortable data table showing all your quotes.

Available Actions

---

Create Quote

How to Create a Quote

1. Click the Create Quote button.
2. Complete the quote form.

Quote Form Fields

Header Information

Line Items

Each quote can contain multiple line items (identical structure to invoices):

To add a line item: Click the Add Item button. To remove a line item: Click the delete icon on the line.

Global Tax & Discount (Optional)

Notes & Terms

Save Options

---

Edit Quote

1. From the quote list, click Edit in the actions dropdown.
2. The edit form opens with pre-populated data.
3. Modify any fields.
4. Save using one of the available save actions.

Important: Quotes with a Converted status cannot be edited.

---

View Quote

Quote Detail Page

Click on a quote or select View to open the detail page.

Displayed Information

• Quote number and status badge
• Client details
• Line items table with quantities, prices, taxes, and totals
• Summary: Net Amount, Total VAT, Global Discount, Final Amount
• Notes and Terms

Quote Status Badges

---

Convert to Invoice

How to Convert a Quote to an Invoice

1. Open the quote detail page.
2. Click the Convert to Invoice button.
3. ABBPay will:
   • Create a new invoice with all quote details (line items, taxes, discounts)
   • Update product stock levels
   • Mark the quote as Converted
   • Optionally send the invoice to the customer (if not set to Draft)

Note: Once a quote is converted, it cannot be edited or converted again. The original quote remains accessible for reference.

---

Send Quote

1. From the quote detail page, click the Send Quote button.
2. The quote will be emailed to the customer's registered email address.
3. The quote status changes to Sent.

---

Print Quote

1. From the quote detail page, click the Print button.
2. The quote will be downloaded as a PDF using the selected template.

---

Delete Quote

Single Delete

1. Click Delete from the actions dropdown.
2. Confirm the deletion.

Bulk Delete

1. Select multiple quotes using checkboxes.
2. Click the Delete Selected bulk action.
3. Confirm the deletion.

---

Quote Workflow Summary

Create Quote → Save as Draft
                  ↓
            Edit/Review
                  ↓
            Send to Customer
                  ↓
            Customer Reviews
                  ↓
      ┌─── Accepted ───┐        Declined
      ↓                                ↓
Convert to Invoice              Archive/Delete
      ↓
Send Invoice & Collect Payment