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<!DOCTYPE html><html lang="en" dir="ltr"><head><meta charset="utf-8"><meta name="viewport" content="width=device-width, initial-scale=1.0"><meta name="htmx-config" content='{"selfRequestsOnly": false}'><title>Sales Quotes | Manager.io</title><link rel="shortcut icon" type="image/x-icon" href="/favicon.ico"><link rel="stylesheet" type="text/css" href="/style.css"><script src="https://kit.fontawesome.com/0b64f5ae8f.js" crossorigin="anonymous"></script><script src="/htmx.js" crossorigin="anonymous"></script><script defer data-domain="manager.io" src="/js/script.js"></script></head><body class="flex min-h-full bg-white dark:bg-slate-900"><div class="flex w-full flex-col"><div class="sticky top-0 z-50 items-center bg-white dark:bg-slate-900/95 dark:backdrop-blur dark:[@supports(backdrop-filter:blur(0))]:bg-slate-900/75 shadow-md px-4 py-5 sm:px-6 lg:px-8 flex dark:shadow-none gap-4"><a href="/" class="flex" hx-boost="false"><svg class="fill-slate-700 dark:fill-sky-100" height="32" 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class="font-display font-medium text-slate-900 dark:text-white"><span translate="true" keywords="">Getting Started</span></h2><ul class="mt-2 space-y-2 ltr:border-l-2 rtl:border-r-2 border-slate-100 dark:border-slate-800 lg:mt-4 lg:space-y-4 lg:border-slate-200"><li class="relative"><a href="/guides/businesses" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Businesses">Businesses</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/users" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Users">Users</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li></ul><h2 class="font-display font-medium text-slate-900 dark:text-white"><span translate="true" keyword="Business">Business</span></h2><ul class="mt-2 space-y-2 ltr:border-l-2 rtl:border-r-2 border-slate-100 dark:border-slate-800 lg:mt-4 lg:space-y-4 lg:border-slate-200"><li class="relative"><a href="/guides/summary-view" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Summary">Summary</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/bank-and-cash-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BankAndCashAccounts">Bank and Cash Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/receipts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Receipts">Receipts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/payments" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Payments">Payments</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inter-account-transfers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InterAccountTransfers">Inter Account Transfers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/bank-reconciliations" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BankReconciliations">Bank Reconciliations</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/expense-claims" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ExpenseClaims">Expense Claims</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/customers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Customers">Customers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/sales-quotes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="SalesQuotes">Sales Quotes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/sales-orders" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="SalesOrders">Sales Orders</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/sales-invoices" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="SalesInvoices">Sales Invoices</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/credit-notes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CreditNotes">Credit Notes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/late-payment-fees" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="LatePaymentFees">Late payment fees</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/billable-time" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BillableTime">Billable Time</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/withholding-tax-receipts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="WithholdingTaxReceipts">Withholding Tax Receipts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/delivery-notes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="DeliveryNotes">Delivery Notes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/suppliers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Suppliers">Suppliers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/purchase-quotes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="PurchaseQuotes">Purchase Quotes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/purchase-orders" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="PurchaseOrders">Purchase Orders</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/purchase-invoices" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="PurchaseInvoices">Purchase Invoices</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/debit-notes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="DebitNotes">Debit Notes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/goods-receipts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="GoodsReceipts">Goods Receipts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/projects" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Projects">Projects</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-items" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryItems">Inventory Items</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-transfers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryTransfers">Inventory Transfers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-write-offs" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryWriteOffs">Inventory Write-offs</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/production-orders" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ProductionOrders">Production Orders</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/employees" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Employees">Employees</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/payslips" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Payslips">Payslips</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/investments" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Investments">Investments</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/fixed-assets" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="FixedAssets">Fixed Assets</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/depreciation-entries" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="DepreciationEntries">Depreciation Entries</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/intangible-assets" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="IntangibleAssets">Intangible Assets</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/amortization-entries" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="AmortizationEntries">Amortization Entries</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/capital-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CapitalAccounts">Capital Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/special-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="SpecialAccounts">Special Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/folders" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Folders">Folders</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/journal-entries" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="JournalEntries">Journal Entries</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/reports" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Reports">Reports</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/settings" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Settings">Settings</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li></ul><h2 class="font-display font-medium text-slate-900 dark:text-white"><span translate="true" keyword="Settings">Settings</span></h2><ul class="mt-2 space-y-2 ltr:border-l-2 rtl:border-r-2 border-slate-100 dark:border-slate-800 lg:mt-4 lg:space-y-4 lg:border-slate-200"><li class="relative"><a href="/guides/access-tokens" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="AccessTokens">Access Tokens</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/bank-rules" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BankRules">Bank Rules</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/billable-expenses-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BillableExpenses">Billable Expenses</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/business-details-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BusinessDetails">Business Details</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/capital-subaccounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CapitalSubaccounts">Capital subaccounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/cash-flow-statement-groups" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CashFlowStatementGroups">Cash Flow Statement Groups</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/chart-of-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ChartOfAccounts">Chart of Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/control-accounts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ControlAccounts">Control Accounts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/currencies" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Currencies">Currencies</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/custom-fields" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="CustomFields">Custom Fields</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/date-and-number-format-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="DateAndNumberFormat">Date & Number Format</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/divisions" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Divisions">Divisions</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/email-settings" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="EmailSettings">Email Settings</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/expense-claim-payers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ExpenseClaimPayers">Expense Claim Payers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/footers" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Footers">Footers</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/forecasts" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Forecasts">Forecasts</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-kits" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryKits">Inventory Kits</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-locations" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryLocations">Inventory Locations</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/inventory-unit-costs" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InventoryUnitCosts">Inventory Unit Costs</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/investment-market-prices" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="InvestmentMarketPrices">Investment Market Prices</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/lock-date-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="LockDate">Lock Date</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/non-inventory-items" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="NonInventoryItems">Non-inventory Items</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/obsolete-features" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="ObsoleteFeatures">Obsolete Features</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/payslip-items" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="PayslipItems">Payslip Items</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/recurring-transactions" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="RecurringTransactions">Recurring Transactions</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/tax-codes" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="TaxCodes">Tax Codes</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/starting-balances" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="StartingBalances">Starting Balances</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/user-permissions" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="UserPermissions">User Permissions</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/withholding-tax-form" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="WithholdingTax">Withholding tax</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li></ul><h2 class="font-display font-medium text-slate-900 dark:text-white"><span translate="true" keywords="">Tips & Tricks</span></h2><ul class="mt-2 space-y-2 ltr:border-l-2 rtl:border-r-2 border-slate-100 dark:border-slate-800 lg:mt-4 lg:space-y-4 lg:border-slate-200"><li class="relative"><a href="/guides/advanced-queries" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="AdvancedQueries">Advanced Queries</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/batch-operations" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="BatchOperations">Batch Operations</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/edit-columns" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="EditColumns">Edit columns</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/form-defaults" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="FormDefaults">Form Defaults</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li><li class="relative"><a href="/guides/copy-to-clipboard" class="block w-full ltr:pl-3.5 rtl:pr-3.5 before:pointer-events-none before:absolute ltr:before:-left-1 rtl:before:-right-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-slate-500 before:hidden before:bg-slate-300 hover:text-slate-600 hover:before:block dark:text-slate-400 dark:before:bg-slate-700 dark:hover:text-slate-300" hx-boost="true"><span translate="true" keyword="Copy_to_clipboard">Copy to clipboard</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></li></ul></ul></div></div></div><div class="min-w-0 max-w-2xl flex-auto px-4 py-16 lg:max-w-none lg:pl-8 lg:pr-0 xl:px-16"><div class="flex flex-col gap-6"><div hx-post="/banner" hx-trigger="load"></div><div class="prose prose-slate max-w-none prose-h1:font-display prose-h1:text-3xl prose-h1:tracking-tight prose-h1:text-slate-900 prose-headings:scroll-mt-28 prose-headings:font-display prose-headings:font-normal lg:prose-headings:scroll-mt-[8.5rem] prose-a:no-underline prose-a:text-sky-600 hover:prose-a:text-sky-700 hover:prose-a:underline hover:prose-a:underline-offset-4 prose-pre:bg-white prose-pre:border-2 prose-pre:border-stone-200 prose-pre:border-dashed prose-code:text-black dark:prose-invert dark:text-slate-400 dark:prose-lead:text-slate-400 dark:prose-pre:bg-slate-800/60 dark:prose-pre:shadow-none dark:prose-pre:ring-1 dark:prose-pre:ring-slate-300/10 dark:prose-hr:border-slate-800 dark:[--tw-prose-background:theme(colors.slate.900)]"><h1 translate="true" keywords="SalesQuotes">Sales Quotes</h1> <p translate="true" keywords="SalesQuotes">The <strong>Sales Quotes</strong> tab in Manager serves as a central hub for creating, modifying, and tracking sales quotations provided to your customers or prospects. This feature helps businesses generate professional-looking quotes efficiently, detailing prices, products, or services prior to finalizing a sale. With this tool, you can swiftly manage follow-ups on these quotes and, if required, convert them into sales orders or sales invoices.</p> <p translate="true" keywords="SalesQuotes"><div><div class="border rounded p-0.5 inline-block pointer-events-none ltr:pr-8 rtl:pl-8"><div class="bg-neutral-200 ltr:pl-8 rtl:pr-8"><div class="border-x border-neutral-300 bg-neutral-100 h-2"></div><div class="border-y ltr:border-l rtl:border-r border-neutral-300 bg-white p-4 flex space-x-2 rtl:space-x-reverse items-center"><i class="fas fa-drafting-compass text-neutral-400"></i><span class="font-semibold text-sm text-[#428bca]"><span translate="true" keyword="SalesQuotes">Sales Quotes</span></span></div><div class="border-x border-neutral-300 bg-neutral-100 h-2"></div></div></div></div> <h2 translate="true" keywords="NewSalesQuote" id="1">Creating a New Sales Quote</h2> <p translate="true" keywords="SalesQuotes NewSalesQuote">To create a new sales quote, click the <code>New Sales Quote</code> button in the top-right corner of the <strong>Sales Quotes</strong> tab.</p> <p translate="true" keywords="NewSalesQuote"><div><div class="border rounded p-0.5 inline-block pointer-events-none"><div class="mt-4 ms-4 pe-8 items-center bg-neutral-100 p-4 border-neutral-200 border-s border-t rounded-ss-lg dark:bg-slate-800 dark:border-slate-700 dark:shadow-none flex space-x-4 rtl:space-x-reverse shadow-[inset_0px_1px_0px_#fff]"><span class="text-base font-bold text-neutral-300 dark:text-gray-400 [text-shadow:_1px_1px_0px_#fff]"><span translate="true" keyword="SalesQuotes">Sales Quotes</span></span><span class="text-neutral-300 hover:text-neutral-400"><i class="fas fa-square-question" style="font-size: 16px"></i></span><span class="bg-white text-neutral-700 border border-neutral-300 font-semibold rounded-md py-2 px-4 text-sm"><span translate="true" keyword="NewSalesQuote">New Sales Quote</span></span></div></div></div> <h2 translate="true" keywords="SalesQuotes" id="2">Understanding the Sales Quotes Tab</h2> <p translate="true" keywords="SalesQuotes">The <strong>Sales Quotes</strong> tab features several columns that provide key information about each quote:</p> <h3 translate="true">Issue Date</h3> <p translate="true">The date when the sales quote was issued.</p> <h3 translate="true">Expiry Date</h3> <p translate="true">The date when the sales quote is set to expire, if an expiry date has been established.</p> <h3 translate="true">Reference</h3> <p translate="true">The reference number for the sales quote.</p> <h3 translate="true">Customer</h3> <p translate="true">The name of the customer to whom the sales quote was issued.</p> <h3 translate="true">Description</h3> <p translate="true">A description of the sales quote.</p> <h3 translate="true">Amount</h3> <p translate="true">The total amount of the sales quote.</p> <h3 translate="true">Status</h3> <p translate="true">The status of the sales quote, which can be one of the following:</p> <ul> <li translate="true" keywords="Active"><strong>Active</strong>: The quote is currently valid and has not yet been accepted or expired.</li> <li translate="true" keywords="Accepted"><strong>Accepted</strong>: The quote has been accepted. This status changes automatically if the sales quote is linked to at least one sales order or sales invoice.</li> <li translate="true" keywords="Cancelled"><strong>Cancelled</strong>: The quote has been cancelled and is no longer valid.</li> <li translate="true" keywords="Expired"><strong>Expired</strong>: The quote has passed its expiry date without being accepted.</li> </ul> <p translate="true">By monitoring these statuses, you can keep track of the progress of your sales quotes and take appropriate actions, such as following up with customers or updating quotes as needed.</p> <h2 translate="true" keywords="SalesQuotes" id="3">Managing Sales Quotes</h2> <p translate="true">After creating a sales quote, you can:</p> <ul> <li translate="true"><strong>Edit</strong> it to make changes before it is accepted.</li> <li translate="true"><strong>View</strong> it to see the details or print it for your records.</li> <li translate="true"><strong>Copy</strong> it to create a new quote with similar details.</li> <li translate="true"><strong>Email</strong> it directly to your customer from within Manager.</li> </ul> <h2 translate="true" keywords="SalesQuotes" id="4">Converting Sales Quotes</h2> <p translate="true">Once a customer accepts a sales quote, you can easily convert it into a sales order or a sales invoice:</p> <ul> <li translate="true" keywords="SalesOrder"><strong>Sales Order</strong>: Use this option if you need to track the order fulfillment process before invoicing.</li> <li translate="true" keywords="SalesInvoice"><strong>Sales Invoice</strong>: Use this option to invoice the customer directly based on the accepted quote.</li> </ul> <p translate="true" keywords="Accepted">When you link a sales quote to a sales order or sales invoice, the status of the quote automatically changes to <strong>Accepted</strong>.</p> <h2 translate="true" id="5">Best Practices</h2> <ul> <li translate="true"><strong>Set Expiry Dates</strong>: Assign expiry dates to your sales quotes to encourage timely responses from customers.</li> <li translate="true"><strong>Follow Up</strong>: Regularly review active quotes and follow up with customers to increase conversion rates.</li> <li translate="true"><strong>Maintain Records</strong>: Keep detailed descriptions and references for easy identification and tracking.</li> </ul> <p translate="true" keywords="SalesQuotes">By effectively utilizing the <strong>Sales Quotes</strong> feature in Manager, you can streamline your sales process, improve customer communication, and enhance overall business efficiency.</p> </div></div></div><div class="hidden xl:sticky xl:top-[4.5rem] xl:-mr-6 xl:block xl:h-[calc(100vh-4.5rem)] xl:flex-none xl:overflow-y-auto xl:py-16 xl:pr-6"><div class="w-56 mb-8"><h2 class="font-display text-sm font-medium text-slate-900 dark:text-white"><span translate="true" keywords="">On this page</span></h2><div class="mt-4 text-sm prose prose-slate prose-a:block prose-a:py-1 prose-a:no-underline prose-a:text-sky-600 hover:prose-a:text-sky-700 hover:prose-a:underline hover:prose-a:underline-offset-4"><a href="#1" translate="true" keywords="NewSalesQuote">Creating a New Sales Quote</a> <a href="#2" translate="true" keywords="SalesQuotes">Understanding the Sales Quotes Tab</a> <a href="#3" translate="true" keywords="SalesQuotes">Managing Sales Quotes</a> <a href="#4" translate="true" keywords="SalesQuotes">Converting Sales Quotes</a> <a href="#5" translate="true" keywords="">Best Practices</a> </div></div><div class="w-56 mb-8 border p-4 rounded bg-yellow-50 text-sm text-slate-700"><div class="font-semibold leading-6"><span translate="true" keywords="">Didn't find what you are looking for?</span></div><div class="mt-1"><a href="/chatbot" class="text-sm text-blue-600 border-b border-blue-600 leading-6" hx-boost="true"><span translate="true" keywords="Guides Chatbot">Use chatbot to interact with the guides</span><i class="htmx-indicator fas fa-circle-notch fa-spin fa-fade mx-1 !hidden"></i></a></div></div><div class="w-56 mb-8 border p-4 rounded bg-neutral-50 text-sm text-slate-700"><div><div class="grow"><div><span translate="true" keywords="">These guides are work in progress. 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