How to add a quotation
Click on TRANSACTIONS on the
main menu
Click on TRANSACTIONS
Click on ADD QUOTATION
Select the client
Select the patient
The quotation screen is very similar to the transactions screen, except that you
cannot add any payments to a quotation.
Also see How to add a transaction
To print a quotation
Click on the INVOICE button on the quotation window
The quotation will be
stored, but the quotation lines will not be added to the client's balance. If the client
accepts the quotation, the quotation can be converted to a transaction.
Click on TRANSACTIONS on the
main menu
Click on TRANSACTIONS
Click on EDIT TRANSACTION or DELETE TRANSACTION
Select the client
(The quotation is a type C transaction, this will help in identifying the quotations
from other transactions.)
Click on TRANSACTIONS on the
main menu
Click on TRANSACTIONS
Click on CONVERT QUOTATION.
Select the quotation to be converted
Once the quotation has been converted
into a transaction, the client's balance will be updated with the amount.