Créer un devis et une facture

The sales cycle often starts with a quotation, which becomes an invoice once the order is confirmed. Omamori keeps the link between every stage.

Create a quotation

1. Open the Sales menu, then click Create.
2. Choose the customer (or create them if new).
3. Add the product or service lines, with quantities and prices.
4. Check the applied VAT, then send the quotation to the customer by email.

Turn the quotation into an invoice

When the customer accepts, confirm the quotation: it becomes an order. You can then generate the matching invoice in one click. The validated invoice is automatically recorded in the accounts.