Click this button to open the New Quote window.

Click the box to upload your business logo.

Enter the customer's name or select a customer from the drop menu.

Enter the address the quote should be sent to.

Check the box to use the customer's billing address as their shipping address.

Check the box if the customer's billing and shipping addresses are different.

Enter the address the products should be sent to. Leave this blank if this is not required.

This number is automatically generated, but can be changed when creating a new quote.

Select the quote date.

Select the type of payment terms.

• COD: Cash On Delivery.
• Pay in Days: Select the date the payment is due.

Enter or select a salesperson for this quote.

Enter quantity of an item added to the quote.

Enter hours of a service applied to the quote.

Enter a unique, short (but memorable) code, or barcode for this item. This will not be displayed on the quote.

Enter the full description you want to be displayed on the quote.

This is the price of one unit of the item.

This is the cost of one hour of the service.

Enter a percentage to apply a discount to the line item.

Select the tax rate that applies to the item. If the only option available is None, you may need to configure the Tax Options

This is the total for an individual item if you have several items on one quote.

Use this button to remove an item from the quote.

Use this button to add another item to the quote.

This is the total cost before taxes or discounts are applied.

Click on the link to enter any associated shipping costs with the quote in the field. If any tax should be applied to the shipping, select the appropriate tax rate from the drop menu. Tax rates must be set up before they will be available here.

This is the summary of the taxes applied to this quote.

This is the discount, sales tax and total display.

Enter any note that you would like to be printed on quote. This note would be displayed on PDF copies and print-outs.

Enter any private note regarding the quote. This won't be displayed on PDFs or print-outs.

Enter or edit the current foot note. This note would be displayed on PDF copies and print-outs. The changes made here will be applied to all quote, i.e., it is not unique to each quote like a public note.

Click this button to record the quote. You can print, email, or apply payment to it later, if needed.

Select this option to record the quote and email it immediately.

Select this option to record the quote and print it immediately.

Click this button to record the changes made on this window.

Click this button to ignore the changes made on this window.

Quotes List

Use this tab to manage your quotes. Here you will see a list of all the quotes recorded in Brisk Invoice.

• Search and Filter:
  • Period: Select a date period from this drop-down menu, and click 'Search' button to view the record list from the selected period.
  • Start: Select or enter a start date if you want to view the record list from a custom date period.
  • End: Select or enter a end date if you want to view the record list from a custom date period.
  • Keyword: Enter a search keyword (i.e. customer name, quote number, item code or description) if you want to further filter the list.
  • Search button: You must click this button to filter the record list for the specified period or search keyword.
• Date: The date the quote was created.
• Number: This number is automatically generated by Brisk Invoice, but can be changed when creating a new quote. Click on the link to download the record as a PDF file.
• Customer: The customer's name.
• Salesperson: The salesperson of this quote.
• Total: The total amount of money tendered from the customer.
• Status: This displays the current status of the quote.
• Action: You can perform the following actions to the customer's entry.
  • Edit: Edit the currently selected quote record.
  • Save PDF: Save the quote as a PDF file on your computer.
  • View PDF: Preview the quote as a PDF file before saving or printing.
  • Print Quote: Select this option to print the quote.
  • Email: Email this quote to customer or anybody.
  • Invoice: Create a new invoice from this quote.
  • Delete: Permanently delete this quote, and remove from the list.

Click here to open help manual for the left menu bar.