1. the Quote number

1.  field. If you change the

1. number, future

1. quote numbers will increment from this new

1. number.

1. Check or change the Date of issue

1. .

1. Check or change the Expiration terms

1.  and Expired date. This is the length of time the quote is valid for, and the date on which it expires.

1. Check or change the status:

1. • Open—the quote has not yet been accepted or declined

1. • Accepted—the quote has been accepted by the customer

1. • Declined—the quote has been declined by the customer.

1. In the Amounts are field, choose if the quote is Tax/GST inclusive (includes tax) or Tax/GST exclusive.

1. (excludes tax).

2. 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

1.  and entering the item details, then

1. clicking Save.
   

1. Image Added
   

1. The

1. item Description, Allocate to, Unit price

1.  and Tax

1. /GST type

1.  appear, based on the details you entered when you created the item.
   

1. The Units and Unit Price also appear. The default quantity is 1

1. , but you can change this

1. . If you want, you can also change the type of units to use for this item in

1. the Units

1.  column.

1. UI Text Box
   size medium type note
   To remove a line from the list, click the delete icon (

1. Image Added ) to the right of the

1. line.

1. If you're quoting for a service, enter a Description and complete the Allocate to, Units, Unit price and Tax/GST type details.
2. 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:

1. • Subtotal—the total for the items added to the invoice

1. • Tax/GST—the amount of tax/GST applied to the invoice

1. • Total—the subtotal amount plus the tax/GST

1. • amount 

2. If you want to add a note to the customer, enter it in

1. the Notes

1. 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.

1. UI Text Box
   size medium type note
   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.

2. Complete the quote:

   If you want to...	Do this...
   Save the quote without sending it

1. Click Save.

1. The Quotes

1. page reappears, showing the quote without a tick in

1. the Sent

1. column.

1. Print or save the quote

   Click Print. The quote

1. displays in a PDF

1. reader where you can print or save it.

1. Email the quote

   Click Email. The Send to

1. customer

1. 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

1. the Subject

1. and Message fields. Click Add attachments if you'd like to include an additional attachment, then click Send quote.

.

1. On the Quotes page, click to open the quote

1. . The Quote page appears, showing the quote details.

1. In the Status field, choose the new status

1. (Declined

1.  or Accepted).
   

1. Image Added

1. Click Save. The quote is saved

1. with the new status

1. .

Turn a quote into an invoice

When a customer decides to buy

what you've quoted, you can quickly turn a quote into an invoice

.

1. On the Quotes page, click the quote you want to turn into an invoice.

1. The Quote

1.  page appears, showing the quote details.

1. Click Create invoice.
   Image Added
   The Invoice page appears, containing the items and prices from the quote.

1. Make any required changes to the invoice, and

1. click Save, or

1. click Email

1.  or Print

1.  to send it to the customer.
   

1. For more information on entering invoices,

1. see Creating, editing and deleting invoices.