Quotation

Create New Transaction:

✔️ b. Quote > Used to create a quota on to for your customers > Can be a reference in creatingng Sales Order

✔️ c. Billing > Can be used if you are offering services to your clients that you can bill monthly. > Can be a reference in creating The final sales invoice.

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Editing a transaction

✔️ You can edit a transaction as long as it is not yet posted or cancelled.

1. Go to Sales & Delivery.
2. Click Sales Order.
3. Click Create New (F1).
4. Enter the details of the new transaction.
5. Click Save (CTRL+S).

✔️ To activate the Send Email button, you must enter a valid email in the email address text box.

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Check transactions to be approved and click Approve Transaction.

Recurring Transactions–recurring transactions are used to automa cally generate multiple transactions at a me. It saves me by automa ng rou nary task of encoding transac ons that needs to be con nuously encoded depends on the recur type.

✔️ Recurring Transactions automatically generate multiple transactions at a time.