Cloud Quoting Software for Small Businesses

Cloud quoting software for small businesses

hi there in this sage business cloud video we'll quickly look at creating sales quotes converting them to sales invoices and then receiving payment for that invoice so i'm going to choose sales quotes and estimates i'll choose new quote choose our vendor it's richmond symphony orchestra and this will be on the again the quickest way to do this is to tab three slash this is on the 14th and they're interested in a piano baby grand specifically since they're calling us up we assume that uh we need to be competitive they're shopping around for this item so we're going to give them a 5 discount gst and pst they also want some sheet music 100 sheets of that and pianos are big items so we're going to charge them freight or shipping only gst on freight or shipping so that's the quote we quickly save that now once you save it you can quickly convert it to an invoice but chances are that you will have left the screen to do some other accounting so let's find the quote and then convert that to an invoice so if i go back to sales quotes and estimates shows me all of my quotes and estimates so i'll create here's the quotes and estimate here so if i just click right on it and choose create invoice i'm going to change the date to the 18th of 2017 and they've accepted our quote but they've asked for a better price we're going to give them a 10 discount and i'll go ahead and save that now once we save this invoice again we can immediately accept payment for the invoice again chances are you will have gone off and done some other uh bookkeeping so we need to find the invoice and then receive payment so i'll choose sales invoices and there it is there i could just simply click on it and record payment the payment is on the 31st and it's going into 1060 and it's a check so again that's recording a quote converting it to a sales invoice and then receiving payment for that invoice thanks so much for watching