This guide will show you how to create quotes for services and products.
In this Article
Generating a Quote
To generate a quote, go to the Purchase screen > search for and select the client > choose the staff member > Add the items to the sale > Generate quote.
You will then be prompted to either Print or Email the quote to the client.
You cannot choose the email option for a walk-in client or a client who does not have an email address on their client card.
What Do the Quotes Look Like?
Printed Quote:
Email Quote: