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Sales & invoicing · 4 steps

Create a quote and convert it to an invoice

Send a customer an estimate with GST worked out, then turn it into an invoice in one click once they agree.

Before you start: Add the customer and the items you're quoting first, or create them while you fill in the quote.

1Open Quotes and start a new one

Open Sales & Invoicing → Quotes. Each quote shows its status — Draft, Sent, Accepted, Rejected or Converted — and the date it's Valid till. Choose the + button to start a new quote.

Scalar360 screen: Open Quotes and start a new one
Numbered outlines show what to click, in order.

2Choose the customer and validity

Click Select customer and pick who the quote is for. Under Details, set the quote Date and how long your prices hold in Valid till. Valid till starts 15 days after the quote date and follows the date until you change it; it can't be earlier than the quote date. The quote number is given when you save.

Scalar360 screen: Choose the customer and validity
Numbered outlines show what to click, in order.

3Add items and save

Use Pick item to add each product or service, and adjust the Qty and Rate. Choose Save Draft to keep working on it, or Save Quote to save it and mark it as Sent.

Scalar360 screen: Add items and save
Numbered outlines show what to click, in order.

4Convert the quote to an invoice

When the customer agrees, open the quote from the Quotes list and choose Convert to Invoice. Scalar360 creates the invoice with the same customer, items and tax, marks the quote Converted and opens the new invoice for you.

Scalar360 screen: Convert the quote to an invoice
Numbered outlines show what to click, in order.
Take a sales orderRecord a confirmed customer order before you bill it, then convert it to an invoice when you deliver.Create a GST invoiceBill a customer with the right CGST/SGST or IGST split, then issue the invoice so it can be shared and paid.

Still stuck? Contact our support team — or start a free trial to try this in your own company.