GuideSales & Invoicing
Creating Quotes & Estimates.
4 min read
Send estimates with custom line items, discounts, and terms, then convert them directly into invoices with one click.
1
#Drafting a New Quotation
Navigate to Quotations and click "New Quotation". Choose an existing client or enter a new customer immediately.
- Set quotation issue date and expiration date (Valid Until)
- Add line items with descriptions, quantities, unit prices, and discounts
- Automatic LKR subtotal, tax calculation, and grand total
2
#Sharing Quotes with Clients
Download high-resolution PDF quotes with your company letterhead or share direct links with clients.
- Professional typography and layout tailored for corporate buyers
- Includes terms, conditions, and payment expectations
3
#One-Click Conversion to Invoice
When your client approves the estimate, open the quote and click "Convert to Invoice". Framebooks automatically generates an invoice with matching line items and values.
- Prevents double-entry errors and saves time
- Marks the quotation as "Invoiced" for complete auditability
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