How do I create a quote and turn it into an invoice in Kontuly?
In Kontuly, click Quotes in the sidebar, then New quote, add the lines as you would on an invoice, and click Email quote; when the customer says yes, open the quote and click Create invoice. A quote changes nothing in your books: no income, GST or money owing until the invoice is approved.
- Click New quote.
- Choose the Customer. Check the Date and the Expires date (30 days later to start with).
- Add a title, if you like, such as
Kitchen renovation — stage 1. It's printed above the lines. - Add the lines, exactly as on an invoice. You can pick items.
- Add Notes: what's included, what isn't, and how to accept.
- Click Save. The quote is numbered QU-0001, QU-0002 and so on.
- Click Email quote to send it as a PDF, or Mark as sent if you gave it to the customer another way.
How do I record the customer's answer?
Open the quote and click Accepted or Declined. You can change your mind later. A sent quote past its expiry date shows as Expired.
How do I turn the quote into an invoice?
Open the sent or accepted quote and click Create invoice. Kontuly makes a draft invoice with the quote's lines and notes, dated today and due by your payment terms, and marks the quote Invoiced. Check the invoice, then approve it as usual; see How do I create and send an invoice?
If you made the invoice by mistake, click Release on the quote while the invoice is still a draft: the draft is voided and the quote goes back to Accepted. If you void an approved invoice made from a quote, the quote can be invoiced again.
Can a quote become a contract?
Yes. For work that needs a signed agreement, open the accepted quote and click Make contract. See How do I write a contract in Kontuly?
Can I change a quote after sending it?
Yes, while it's a draft or sent: email it again when you're done. After it's accepted, declined or invoiced it's locked; click Copy to start a revised quote. Delete removes a quote you no longer need, unless it's been invoiced.
Related questions
- How do I write a contract for a customer in Kontuly?Write customer contracts in Kontuly from a template with merge fields, email them, record acceptance, then invoice once or on a schedule.
- How do I create and send an invoice in Kontuly?Write an invoice in Kontuly as a draft, check it with Preview, then approve it to record the sale and email it to your customer with the PDF attached.
- How do I add products and services as items in Kontuly?Save the products and services you sell or buy as items in Kontuly, with a price, account and tax rate, so invoice, quote and bill lines fill themselves in.
More about quotes, invoices and customers
- How do I add a customer or supplier in Kontuly?Add customers and suppliers to Kontuly's Contacts list, choose whether each is a customer, supplier or both, and archive the ones you no longer use.
- How do I record a customer payment in Kontuly?Mark a Kontuly invoice as paid by matching the deposit in Banking or recording the payment by hand, including part payments and undoing a mistake.
- How do I void or cancel an invoice in Kontuly?Void an invoice in Kontuly when it should never have been issued, or raise a credit note when the customer is owed some of it back. When each one fits.
- How do I give a customer a credit note in Kontuly?Raise a customer credit note from an invoice in Kontuly to refund or reduce what a customer owes, then apply the credit to an invoice or pay it back.
- How do I send a customer statement in Kontuly?Create a customer statement in Kontuly showing invoices, payments and what's still owing, with ageing, then preview it, save the PDF or email it.