Creating an online quote or estimate using Invoiceplace has been improved so that now your invoiced quotes are listed separately. This means you can clearly see which quotes your customers have been invoiced for.

There is no extra effort required to manage your quotes – the new table listing invoiced quotes is automatically updated. Previously all quotes were listed in one of the Open Quotes or Expired Quotes tables.

An open quote is one that has not passed the quote expiry date. The quote expiry date is calculated by adding the number of days recorded in the ‘Quote terms’ to the ‘Quote date’. Similarly an Expired Quote is one with an expiry date in the past.

If you remove an invoice for a quote then the quote will be listed in either the Open Quotes or Expired Quotes.

How to create an invoice from a quote

1. Find the quote

Use the search feature or manually find the quote for which you need to create an invoice for.

2. Click on the ‘Create Invoice’ button

3. Enter the invoice details

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