Create a quote
Price and send a quote without re-entering your rates. VAT is pre-filled with your default rate, and the client receives it by email.
- 1Open Quotes, then click New
- 2Pick the client from the list
- 3Add your lines: description, quantity, unit price (excl. tax)
- 4Check the VAT — it uses your default rate (20%)
- 5Save the draft, then send the quote to the client
