Send a clear estimate before the sale. When the customer says yes, turn the quotation into an order — items, prices and discounts already filled in.
Use the same item list, taxes and discounts as your invoices, so the quote matches the final bill.
A quotation (estimate) is a price offer sent before the sale. An invoice is the bill issued after the sale. In Effy Order you can turn a quotation into an order and then invoice it.
Yes. Every quotation can be printed as an estimated bill for your customer.
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