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You can use quotes to Quotes provide your customers with a price that’s guaranteed for a specified period. When the customer accepts or declines the quote, you can turn it update its status. You can also turn a quote into an invoice in with just one click.

Want to add a personal touch to the look of your quotes? See Change the look of your invoice and quotes.

Here's everything you can do with quotes in MYOB Essentials:

 

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titleTo create Create a quote

Create a quote

  1. Go to the Sales menu and choose Quotes. The Quotes page appears.
  2. Click Create quote.
  3. In the Customer field, choose a customer, or add one by clicking Add customer and entering their details, then clicking Save.
  4. Select the Customer you're quoting for. If it's a new customer, click Add customer then enter their details and click Save.
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  5. If you want, edit the number in the Quote number field.
    Note that if If you change the quote number, future quotes’ numbering will continue on quote numbers will increment from this new quote number.
  6. Check or change the date in the Date of issue field.
  7. Check or change the Expiration terms and Expired date. This is the length of time the quote is valid for, and the date on which it expires.
  8. Check or change the status:
    • Open—the quote has not yet been accepted or declined
    • Accepted—the quote has been accepted by the customer
    • Declined—the quote has been declined by the customer.
  9. If you account for tax/GST, choose an option from the Amounts are list.If you want the prices to include tax/GST, choose In the Amounts are field, choose if the quote is Tax/GST inclusive . Note that this is the default tax preference.If you want the prices to exclude tax/GST, choose (includes tax) or Tax/GST exclusive.(excludes tax).Enter the items you’re quoting
  10. In the Item column, choose the item you want to quote, or add one by clicking Select the Item you're quoting for and the number of Units of that item. If the item doesn't exist in MYOB Essentials, add it by clicking Add item and entering the item details, then clicking Save.
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    The item DescriptionAllocate toUnit price and Tax rate/GST type appear, based on the details you entered when you created the item.
    The Qty and Total also Units and Unit Price also appear. The default quantity is 1. You , but you can change this in the Qty field. If you want, you can also change the type of units to use for this item in the Units column.

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    To remove an item from the list, click the delete icon ( Image Removed Image Added ) to the right of the item line.

  11. If you're quoting for a service, enter a Description and complete the Allocate to, UnitsUnit price and Tax/GST type details.
  12. Repeat from step 9 for each item or service you want to include on the quote. The totals are calculated at the bottom of the quote:
    • Subtotal—the total for the items added to the invoice
    • Tax/GST—the amount of tax/GST applied to the invoice
    • Total—the subtotal amount plus the tax/GST amount 
  13. If you want to add a note to the customer, enter it in the Notes

     field

    to customer box. This will appear on the quote you send to the customer. For example, you could use this area to add additional details about how to accept the quote.

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    Need to remove notes?

    To remove the notes from this quote, delete the text in the Notes to customer box. To remove the notes from all future quotes, also select the Remember this option.

  14. Complete the quote:

    If you want to
    :save
    ...Do this...
    Save the quote without sending it
    , click 
    Click Save. The Quotes page reappears, showing the quote without a tick in the Sent column.
    print
    Print or save the quote
    and send it to the customer, click 
    Click Print. The quote
    appears as
    displays in a PDF
    that
    reader where you can print or save it.
    email
    Email the quoteClick Email. The Send to
    your
    customer
    , click Email. Enter the customer’s email address,
    page appears. If an email address has been recorded for the contact it'll be shown, otherwise enter it here. You can also send a copy of the quote to yourself or edit the text in the Subject and Message fields
    if required, and click Email to customer.
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titleTo change the status of a quote
  1. . Click Add attachments if you'd like to include an additional attachment, then click Send quote.
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Email address not showing?

There's a known issue for Internet Explorer and Microsoft Edge users where the email address isn't showing in the To field even if there's an email address recorded for the contact. We're working to fix this.

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You'll still be able to click Send quote and the email will send to the email address recorded for the contact. Alternatively, you can use a different web browser (such as Google Chrome or Mozilla Firefox) and the email address will display in the To field.

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titleDuplicate a quote

Duplicate a quote

If you regularly create similar quotes, you can duplicate one you've already created.

You can copy any quote regardless of whether it’s been saved or not. Just open the quote and click Duplicate. A quote with the same line items is created with a new quote number, date and expired date.

If you're working on a document, and you want to save it and create a new quote, select Save & create new. The quote is saved, and a new one is created and opened. To cancel a quote, just hit the back button on your browser window.

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titleView existing quotes and their activity

View existing quotes and their activity

You can view a list of your quotes, the status of each, and whether it has been sent.

  1. Go to the Sales menu and choose Quotes. The Quotes page appears.
  2. Choose a status to view only those quotes (Accepted, All, Closed, Declined, Expired, Open).
  3. Use the Search field to find quotes (you can search across any of the displayed columns).
  4. Click a column heading to sort the list by that column.

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    Print the list of quotes using the print function of your web browser, for example, by using right-click > Print.

  5. Click the quote number or customer to view the quote's details.
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Quote activity

The Activity at the bottom of a quote shows when the quote was created and when (if) an invoice was created from it.

 

See column sorting and searching in action:

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titleAccept or decline a quote

Accept or decline a quote

When a customer accepts or declines a quote, you can change its status by editing the quote and changing the selection in the Status field.

  1. On the Quotes page, click to open the quote you want to change the status of. The Quote page appears, showing the quote details.
  2. In the Status field, choose the new status for the quote (Declined or Accepted).
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  3. Click Save. The quote is saved and with the new status is updated.
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titleTo turn Turn a quote into an invoice

Turn a quote into an invoice

When a customer decides to buy the items you’ve what you've quoted, you can quickly turn a quote into an invoice, without needing to re-enter the items.

  1. On the Quotes page, click the quote you want to turn into an invoice. The Quote page appears, showing the quote details.
  2. Click Create invoice.
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    The Invoice page appears, containing the items and prices from the quote.
  3. Make any required changes to the invoice, and click Save, or click Email or Print to send it to the customer.
    For more information on entering invoices, see Creating, editing and deleting invoices.
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titleReprint or resend a quote

Reprint or resend a quote

  1. Go to the Sales menu and choose Quotes. The Quotes page appears.
  2. Click to open the quote to be reprinted or resent. The quote is displayed.
  3. Resend or reprint the quote.
    • Click Resend to customer to email the quote to the customer. If an email address has been recorded for the contact it'll be shown, otherwise enter it here. You can also edit the text in the Subject and Message fields if required, then click Send quote.
    • Click Print to display the quote in a PDF reader where you can print or save.
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titleDelete a quote

Delete a quote

  1. Go to the Sales menu and choose Quotes. The Quotes page appears.
  2. Click to open the quote to be deleted. The quote is displayed.
  3. Click Delete.
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  4. Click Yes to the confirmation message.
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Use notes for additional info

To include additional info on your quotes, like a discount or deposit conditions, use the Notes to customer box on the quote. If you want the same info on all future quotes, select the Remember this option.

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<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;FAQs</h2><br>
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titleWhy can't I click Save, Email or Print when entering a quote?

Why can't I click Save, Email or Print when entering a quote?

If a button is inactive (it's a dull colour and a red circle appears when you hover over it) it means some required information is missing from the quote.

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Make sure a customer is selected and the details of the quote are entered, then the button will be clickable.

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titleHow do I change the default email message?

How do I change the default email message?

This is set in your invoice and quote settings. See Set up default invoice and quote emails.

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titleRelated topics
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Change the look of your invoice and quotes

Sales

Creating , editing and deleting invoices

Customer payments

Customer returns

Customer statements

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