Quotes, Proformas & Estimates Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/quotes/ Accounting & Payroll | Free Trial - No Card Required‎ Tue, 03 Nov 2020 09:32:02 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.3 https://www.kashflow.com/wp-content/uploads/2019/11/kashflow-icon-2.png Quotes, Proformas & Estimates Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/quotes/ 32 32 Create a New Quote https://www.kashflow.com/support/kb/getting-started-quotes/ Tue, 03 Nov 2020 09:33:34 +0000 http://www.kashflow.com/?p=389 This article describes how to create a new quote.

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]]> Converting a Quote to an Invoice https://www.kashflow.com/support/kb/converting-a-quote-to-an-invoice/ Tue, 03 Nov 2020 09:17:43 +0000 http://www.kashflow.com/?p=403 This article describes how to convert your quote into an invoice.

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]]> Quotes – Colour Flags https://www.kashflow.com/support/kb/colour-flags/ Tue, 03 Nov 2020 09:12:11 +0000 http://www.kashflow.com/?p=487 This article explains how to set up quote colour flags in KashFlow

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]]> Email a Quote https://www.kashflow.com/support/kb/e-mail-quote/ Tue, 24 Feb 2015 20:25:06 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70470 Kashflow enables you not only to create Quotes, but also  email them to their respective Customers. To email a Quote to a Customer you will first have to get to the Quote you wish to send. You can do this by two different means: Quotes > Click on the relevant quote > Click the Email symbol Customers > Click on the […]

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]]> Add an Item to the Quote https://www.kashflow.com/support/kb/add-an-item-to-the-quote-2/ Fri, 15 Nov 2013 16:45:31 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=64510 This article will talk you through adding a line item to a Quote. First, you’ll need to add your Quote under Quotes> Create+. Once this is done, you will see the below screenshot where you can add your line item.   Do the same to add more line If it’s an existing quote that you’re […]

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]]> Printing/Emailing and Downloading a Quote https://www.kashflow.com/support/kb/printing-and-downloading-a-quote-2/ Mon, 11 Nov 2013 11:10:15 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=64464 To print or download a quote a quote, go to Quotes > Select the Quote > Select the Print icon To e-mail this quote, just click the Email icon.

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]]> CIS on Quotes https://www.kashflow.com/support/kb/cis-on-quotes/ Wed, 30 Jan 2013 13:10:15 +0000 http://www.kashflow.com/?p=488 This article advises on how to use CIS on Quotes

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]]> Quote Settings https://www.kashflow.com/support/kb/settings-quote-settings/ Mon, 28 Jan 2013 13:17:51 +0000 http://www.kashflow.com/?p=405 This article will explain the different settings for quotes.

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]]> Renaming Quotes, Proformas & Estimates https://www.kashflow.com/support/kb/renaming-quotes-proformas-estimates/ Mon, 28 Jan 2013 13:14:41 +0000 http://www.kashflow.com/?p=404 This article will describe how to rename 'Quotes' to 'Proformas' or 'Estimates'

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