Getting Started

Under the Billing tab of your Repair Order Details page, you can manage your Billing Records.

Creating Quotes

Step 1: Click “Create Quote” from the top right-hand corner of the Billing Records or within the empty list.

Step 2:The Create Quote pop-up will appear. Select the Billing Profile of your Quote in the dropdown list.

Step 3: Fill in currency conversion information (if applicable).

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Currency conversion is activated after selecting Billing Profile, and the source and quote currency differ. It stays disabled if the source and quote currency are the same.

Step 4: Once the required fields are filled, the “Create” button will be enabled and click “Create” to create a quote.

Step 5: A green banner will appear at the top of the Billing Records when your Quote is added successfully.

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The Quote is still in “Draft” status after Creating the Quote. Click on the Created Quote to edit/finalize your Quote details.

Creating Quote Items (Line Items)

Step 1: Select Quote to edit.

Step 2: On the top right corner of your Line Item List, click “Add Item”.

Step 3: Select a Line Item you want to add from the dropdown list and fill in the details.

Step 4: In the case the dropdown list does not have the desired Line Item, you can select "Custom Item" to insert your custom Line Item.

Step 5: In case the line item needs a currency conversion, click on the toggle switch to enable it.

Step 6: Select the Orginal Currency of your Line Item, and fill in the relevant details.

Step 7: Once the required fields are filled, the “Save” button will be enabled and click “Save” to Add the Line Item.

Step 8: A green message will appear at the bottom right corner of the Quote page when your Line Item is created successfully.

Editing Quotes

Under Edit Quotes, there are two different operations for you to edit your Quotes.

• Editing Quote Items (Line Items)

• Editing Tax

• Adding Tax

• Editing Quote Details

To edit your Quotes, click on the Quote from the Billing Records to edit.

Editing Quote Items (Line Items)

You will be redirected to the Quote page to edit your Line Items.

Step 1: Select the Line Item to edit.

Step 2: Fill in the required information to edit your Line Item.

You can also enable currency conversion for the line item, if applicable.

Step 3: Once done, click “Save” to update your Line Item details.

Step 4: A green message will appear at the bottom right corner of the Quote page when your Line Item details are updated successfully.

Editing Tax

Step 1: To edit your tax, click on the row in which “Tax” is located.

Step 2: A pop-up will allow users to edit the tax. You can choose your tax in terms of percentage or a fixed amount.

Step 3: Edit the Tax amount/percentage. Input your tax amount/percentage in the blank field below after choosing the tax type.

Step 4: Once you have input the amount, click “Save” to confirm.

Step 5: A green message will appear at the bottom right corner of the Quote page when your tax is updated successfully.

Adding Tax

Step 1: In the event that you need to add tax after removal, you can do so by clicking on the “+ Add” button".

Step 2: A pop-up will allow users to edit the tax. You can choose your tax in terms of percentage or a fixed amount.

Step 3: Add the Tax amount/percentage. Input your tax amount/percentage in the blank field below after choosing the tax type.

Step 4: Once you have input the amount, click “Save” to confirm.

Step 5: A green message will appear at the bottom right corner of the Quote page when your tax is updated successfully.

Editing Quote Details

Step 1: Click on the “Quote Details” tab under the Quote page to access your Quote Details.

Step 2: Under the Quote Details, three required sections must be filled.

General (Required)

General information of your Quote.

Company Address (Required)

Billing Address (Required)

The Shipping Address and Remarks sections are optional information. You can enter additional details for your Quote in these sections. Click on the collapsed sections to expand them.

Shipping Address
If your Billing Address differs from your Shipping Address, this section can be expanded and filled.

Remarks
Any additional remarks for your Quote.

Step 3: After entering the relevant Quote Details, click “Save”.

Step 4: A green message will appear at the bottom right corner of the Quote page when your Quote Details are updated successfully.

Viewing Quote/Quote Draft

Step 1: On the top of the Quote page in the right-hand corner of Quote Summary, click “View Quote”.

Step 2: You can view your Quote/Quote Draft on your computer.

Changing Quote Status

Your Quotes Status can be changed accordingly based on different outcomes.

• Quote Draft is ready for sending (Open)
• Open Quote is Accepted
• Open Quote is Rejected
• Open Quote is Cancelled
• Open Quote is Expired

Quote Draft is ready for sending (Open)

When your Quote Draft is ready, you can change your Quote Status to “Open” to share it with your customer.

Step 1: Select the Quote Draft. Click on the Quote Draft that is ready for sending.

Step 2: Click “Quote Details”.

Step 3: Click on “Status” to expand the dropdown list and select “Open”.

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When “Open” is selected, Quote Issued Date is enabled and auto-assigned date to today

Step 4: Once the Open status is selected, click “Save”.

Step 5: Click “Change” to confirm the change.

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Once Quote Status is changed to “Open”. The action cannot be undone.

Step 6: A green message will appear at the bottom right corner of the Quote page when your Quote Status is updated successfully.

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When the Quote is “Open”, all fields are disabled. Except for the status, contact names, numbers and emails. The Quote Issued Date in Quote Summary also updated accordingly.

Open Quote is Accepted/Rejected/Cancelled/Expired

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When the Quote Status is changed to Accepted/Rejected/Cancelled/Expired, the Billing Process will conclude, and the Quote will no longer be editable.

Step 1: Click on “Status” to expand the dropdown list and select.

Step 2: Once the status is selected, click “Save”.

Step 3: Once the status change is confirmed, click “Change”.

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Please make sure all information is correct before confirming. This action cannot be undone.

Step 4: A green message will appear at the bottom right corner of the Quote page when your Quote Status is updated successfully.

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When the Quote is “Accepted/Rejected/Cancelled/Expired”, all fields are disabled. The user cannot change to other statuses.

Removing Quotes

There are three different operations for you to remove your Quote-related items.

• Removing Quote Items (Line Items)
• Removing Tax
• Deleting Quote

Removing Quote Items (Line Items)

Step 1: Click the checkbox from the leftmost column of the Line Item List to select the line item you want to remove.

Step 2: The Remove button will appear at the top row of the Line Item List. Click “Remove”.

Step 3: A pop-up will appear to confirm the removal of your Line Item. Click “Remove” again to confirm.

Step 4:A green message will appear at the bottom right corner of the Quote page when your Line Item is removed successfully.

Removing Tax

Step 1: On the tax row, click “✕” to remove the applied Tax. You can find the “✕” button on the right end of the tax row.

Step 2: A pop-up will appear to confirm the removal of the Tax. Click “Remove” again to confirm.

Step 3: A green message will appear at the bottom right corner of the Quote page when your Tax is removed successfully.

Deleting Quote

Step 1: Select the Quote you want to delete on the Billing Records tab of your Repair Order Details page.

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Only Draft Quote can be deleted

Step 2: The Delete button will appear at the top row of the Billing Records List. Click Delete”.

Step 3: A pop-up will appear to confirm the deletion of the Quote. Click “Delete” again to confirm.

Step 4: A green banner will appear above the Billing Records List when your Quote is deleted successfully.