Set up Customer
Create a job, then choose the areas to price.
Which areas are included?
Choose the areas needed for this job. You can return and change these at any time.
No areas are set up in the price book yet.
Price by area
Tick required items, adjust quantities and edit unit prices. Extras stay separate.
Additional quantities or custom work, priced separately from the base quote.
No extras added to this area.
Review quote
Check each area, then set chasing and VAT. Extras stay in their own lines.
| ITEM | QTY | UNIT € | TOTAL |
|---|---|---|---|
| No base items ticked in this area. | |||
| ITEM | QTY | UNIT € | TOTAL |
|---|---|---|---|
Area subtotal
VAT defaults to 0%. Set the correct rate for each job. Chasing is included in the taxable subtotal.
Quote & invoice
Generate a customer quote, a deposit invoice, or an invoice for the full amount.
Shown on the quote and used for the deposit invoice.
Create invoice
A simple invoice will reference . The PDF can be downloaded, and the payment date can be changed.
Generate the quote first. The invoice will use that quote number.