Price Quotes > Create a Price Quote from 'an Invoice'

Price quotes in WorkBook can be created in a number of ways, one method is to copy an invoice to the quote. This is useful if, for instance, you have recently invoiced a time and materials job and want project actuals to help inform and scope a similar job.

COPY INVOICE TO PRICE QUOTE

• In the Jobs list > select the job

• Click on the Price icon

Open

• Click create new button

• In the create new price quote pop-up box

  • enter a title

  • in the copy from field select an invoice

• Click OK

Open

• Use the Search and/or Client fields to find the invoice you wish to copy

• From the list, select the invoice and choose your copy options from the right-hand sidebar with the details you want to copy onto your new price quote

  • Header data

  • Phases & Lines

  • Comments

• Add any additional configurations

  • For example, if selecting an invoice from a client with a different price list/rate card, you would want to check update prices to match the current price list to ensure that client agreed rates are used

• Click OK

• The selected invoice will be copied to the quote according to the copy options and additional configurations

• Go to the Lines tab to review the quote

• From here you can edit, add or delete line items as necessary

• Refer to Price Quotes > Create a Price Quote for instructions to complete your price quote

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