The probability of a conversion to an invoice will decrease over the conversion time. Set the probability of any new quote converting to sale and set the typical conversion time. A custom message can also be supplied that will serve as your email body/content.Ĭlick this button to save your settings and preview what the quote will look like.Īn advanced option which the user can turn on quote conversion probability. This feature allows you to send follow up emails automatically with your specified frequency (in number of days) together with an expiration (also in days). The foot comment will appear beneath any note comment. Choose an alignment and font size for the text. Youll need to match up the columns from the CSV file with headings in Express Accounts. The Match CSV Fields dialog will open in Express Accounts. Enter the Customer Details You can either select an existing customer's name from the drop down menu, which will fill out their saved details (such as shipping information) for you, or you can enter a new customer's name and address into the fields. Text entered here will appear at the bottom of the quote printout or pdf. To import a list, open the Customer list, click the Customer menu and click Import Customers from CSV. To create a new quote, click Create Quote from the left sidebar on the main window. If the option of synching with other devices is enabled, then the 'Device prefix' setting overrides this setting. You can enter digits or characters to be used in front of any quote number. Note that quote drafts are not assigned a quote number until they are recorded and saved. Adjust the quantity in the Quantity column, and. If you have already created items that can be entered on your quotes, sales orders and invoices, either type or select the item number from the Item column, or select the product from the Description column drop-menu. It increases every time you record a new quote. Click anywhere inside the item list area to add a new item listing to the quote.
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