Manage the sales and accounting side of the business with these accounting documents.
Manage quotes, and request payment for orders without having to wait for jobs to be entered into your accounting system.
How to download the documents
Note: Each document becomes available as the quote moves through its statuses:
Quote: once the quote is calculated (Draft).
Order confirmation and proforma invoice: once the quote is Ordered.
Tax invoice: once the quote is Invoiced.
To change the status of a quote, calculate it and then use the Actions drop-down to progress it through each stage.
There are two options to download these PDFs.
Option 1
On the main quotes page, you can find a download icon located on the right-hand side of each quote. By clicking on it, you can select the specific document that you want to download. Once you've made your selection, the PDF downloads straight away.
Download from the quote page
Option 2
On the main quotes page, select the 'quote ID'.
Select a quote ID
Using the 'DOWNLOAD' button you can select the specific document that you want to download. Once you've made your selection, the PDF opens in a new tab, where you can view, print or download it.
Download from a quote
Other ways to get the documents
Email them: attach one or more documents as PDFs when you email your customer. See Emailing customers.
Download them all at once: the Drawings and CSV zip file includes every document available at the quote's current status. See Downloading drawings and CSV.
Overview of the documents
Quote
Present a professional, clear, and informative quote to your customer with your branding and the necessary details to win the job.
Quote produced out of Tempus Tools
Order confirmation
Automate order confirmations to keep all stakeholders informed with details on order, delivery date, and total price.
Order confirmation
Proforma invoice
The proforma invoice is the document to send your customers when you require payment upfront before starting production.
This document is available after the quote has been moved to the Ordered status. You can then open and download it from the Download button inside the quote, or from the download icon on the quotes list.
Proforma invoice
Tax invoice
The tax invoice is the document to send your customers when you require payment for the job after it has been completed.
This document is available after the quote has been moved to the Invoiced status.
Once the quote has been moved to this status, you can set the due date for the invoice and open or download this document from the Download button inside the quote, or from the download icon on the quotes list.
Tax invoice