Account Quotation Overview

To open the Account Quotation form, from the Account menu, click Account Quotation.

The quick Account Quotation facility is the quickest and simplest way to calculate an Account's repayments and other values.

You cannot save the details, however there are a number of options that can be used:

Send to a Document using the Print button
Transfer to the New Account Wizard, using the Open button.
Save as a Quote Account. If you do not have the Client saved in the system and have an "Unknown" Client set up and defined in Global Settings, Accounts, New Accounts Page, the information can be saved as a Quote Account.

If the information is going to be saved as a Quote Account, then the New Accounts default information (specifically the Department) must be defined within User Preferences, Accounts, General Page.

Account Quotation Overview

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