Get Started

Login

www.sellr.com

Need help getting started?

Sellr Help Center

Creating Invoices and Quotes

Using Sellr, you can create and send invoices, quotes, pro-formas and receipts to your customers.

All these document types are managed in the Sales Manager at 'Manage'/'Sales'.

The difference between invoices and quotes relates to the payment of tax.

Quotes and Pro-Formas are the same thing. Typically in the UK quotes are known as Pro-Formas.

Depending on your tax requirements, tax is usually required to be paid when an invoice is created (raised) whether or not you have actually received the money from the customer.

To avoid this, you can create a quote instead. A quote is the same as an invoice but is simply known as a quote so does not have any tax requirements.

When a quote is paid, then a paid invoice is created. Using this method, you only need to pay tax (Sales Tax / VAT) when the payment has been actually received from the customer.

When an invoice or quote is created and emailed to a customer, you can have a 'pay now' button on the email to facilitate the payment.

 

 

Share on Facebook Share on Twitter Share on Google+ Share on Linked In Share on Pinterest Email to a friend More options
Share
Share on Facebook

Facebook

Share on Twitter

Twitter

Share on Google+

Google+

Share on Pinterest

Pinterest

Email to a friend

Email

Share on Linked In

Linked In

Share on Instagram

Instagram

Share on Tumblr

Tumblr

Share on Wordpress

Wordpress

Share on your blog

Re-blog

Close
Online - Start Chat?

Your name *

 

Cancel