Send a proposal (quotation) and turn it into an invoice

Where: Sales › Proposals.

Create a proposal

1. Click New and choose the Customer.
2. Set Valid Until, the date the quotation expires.
3. Add lines: choose an Item or type a description, then Qty, Unit Price and VAT. Use + Add Line for more.
4. Add Notes, such as terms or inclusions.
5. Save Draft. Proposals are saved as drafts first.

Send and track it

On the proposal page:

• Print it or download it, and send it to the customer.
• Mark as Sent, then Mark Accepted or Mark Declined when they answer.

Convert to an invoice

When the customer accepts, click Convert to Service Invoice. GodoERP creates a draft service invoice with the same customer and lines. Check it, then issue it. See Create and issue a service invoice.

Tip: A proposal is not a BIR document and doesn't affect your books. Only the issued invoice does.