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QUOTES AND INVOICES

Quotes Invoices
Introduction

A quote is a formal document that you can sent to a prospective or existing customer or client. It declares the products or services that you intend to sell to them, what the parameters of those are, ...

Creating a Quote

You can create a new quote in one of several ways; Through the main menu > invoicing > add quote. Through the main menu > view quotes > add quote. Through the Client View > quotes >...

Adding Line Items to a Quote

Once you have created a quote you will be requested to add line items to it. The quote will remain bank until you have done this. You can either; Create a temporary product or service to add to the q...

Quote Details

The quote details view allows you to see more detailed information about the items you have added to a quote, as well as; Edit each line item. Delete a line item. Duplicate a quote. Request a quote a...

Quote Approvals

If your company requires a manager or senior staff member to approve a quote before it is sent to a customer or client, quote approvals allow you to do this within Knack.  To request a quote approv...

Deleting a Quote

Quotes cannot be deleted or voided. A quote is intended to be a temporary offer of product or services, and should be replaced by a new quote if required, or edited when necessary.

Sending a Quote

When creating a quote, Knack does not automatically send it to your client. In this way, you can create or delete as many quotes as you need. To send a quote that you have created; By downloading it ...

Downloading and Printing a Quote

You can download a quote at any time by viewing a quote and clicking the download quote menu option. This will generate a pdf document, which you can keep or print using your normal options.

Discounting Quotes and Invoices

You can add discounts to quotes and invoices by adding a line item with a negative value. Simply edit a quote, add a line item to it, and ensure that the charge is negative (for example $-100). You ca...

Introduction

An invoice is a formal document that indicates the product or service that your company will provide, and the amount that you client or customer has agreed to pay for it.  Invoices in Knack are gen...

Requesting an Invoice

You can request another Knack user to generate an invoice from a quote for you. This is important in companies where an accounts department is required to generate invoices, and only a user with the r...

Issuing an Invoice

An invoice can be issued by either; Opening the quote details view and clicking on the main summary section and selecting "issue invoice". Opening a quote and in the quote menu, select "issue invo...

Scheduling an Invoice

Scheduling invoices is important when you are providing your product or service to a client on a regular basis, for example; monthly advertising campaigns that you are running. This feature saves y...

Void an Invoice

Voiding an invoice removes it from statements and financial reports. Once an invoice is voided, it is considered invalid. You can unvoid an invoice if it is voided in error. To void an invoice; Find ...

Marking an Invoice Payment

When a client pays you, it is necessary to record this payment and notify the client that the payment was received. Marking an invoice payment updates your financial reports. You can mark a payment by...

Deleting an Invoice

Invoices cannot be deleted. You can void an invoice, and the invoice will remain permanently viewable in your Knack account. You can also unvoid an invoice at any time.

Sending an Invoice

If you have issued an invoice manually (ie, not on a schedule), then you can send the invoice either; By downloading it and emailing it directly to your client. By using in-system emails. If you hav...

Downloading and Printing an Invoice

You can download a invoice at any time by viewing a invoice and clicking the download invoice menu option. This will generate a pdf document, which you can keep or print using your normal opt...