Quotations

A quotation is a price you offer before the customer commits. It does not touch the books.

Making a quotation

1. Open Sales > Quotations and choose New quotation.
2. Choose the customer, the date and how long the offer is valid.
3. Add the lines: pick a product or type a description, then quantity, price, discount and VAT.
4. Save it, then Print or save it as PDF to send to the customer.

Following it up

Mark the quotation Sent, then Accepted or Declined when you hear back. Quotations past their valid-until date show as expired.

When the customer accepts, choose Convert to invoice. MannaBooks creates a draft invoice with the same lines; check it and issue it.