Create a quote
Go to Revenue → Quotes and click Create Quotes → Create manually.
Fill in the customer, dates and line items, just like an invoice.
Click Save as.
Send or download it
Open the quote, then use Actions → Send to email it or Actions → Download to get a PDF.
Convert an accepted quote
Open the quote and click Actions. Choose one of:
Option | Use it when | What you fill in |
Convert to invoice | The customer will pay later | Invoice date. Tyms creates a draft invoice |
Convert to income | The customer has already paid | Income date and Payment account |
Convert to prepaid income | The customer paid upfront for a service delivered over several months | Income date, Payment account and Prepayment period (months) |
Tyms marks the quote as converted.
Other quote actions
Duplicate, Edit, Revert to draft and Delete.