VC Invoice Step-by-Step

Using The Program

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Making a Quotation

A Quotation is a sale you might be making with a potential customer; the quotation could result in an Invoice.

So, by clicking on Quotations - Make Quotations, you can make a Quotation

(A temporary Invoice) to input products that the potential customer wants.

When the customer agrees with the Quotation, you can convert it to an Invoice with no problem.

If the customer turns town the Sale, you can delete the Quotation, without affecting your existing invoices.

The Quotation resembles the Invoice and works the same way as the Invoice.

Click on the Customer Name box to select a Client.

Select a Customer from the list to use in the Quotation.

The rest of the process and options are exactly the same as the Invoice, so we'll move right along.

In case you have forgotten how to make the invoice, click Making The Invoice

to learn so you can do the Quotation.

Click the Save button to save the Quotation.

You will get a message box informing you the Quotation has been saved. Click the OK button to continue.

Next Page (Using The Program: Recall Quotations)

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