Quotation and Invoice

Quotation and Invoice Setting of Kit19

Quotation Settings :  The Quotation Settings section in KIT19 allows users to customize and manage various elements of their quotation templates to streamline the quoting process. Here’s a brief overview of the key settings.

  • Number Prefix: Define a prefix for quotation numbers (e.g., “QUO-“).
  • Next Number: Set the starting number for the next quotation.
  • Financial Years Format: Choose the financial year format (e.g., “YY-YY”).
  • Valid Till: Specify the default validity period for quotations in days.
  • Title and Subheading: Personalize the main title and subheading of your quotations (e.g., “This is your Quotation”).
  • Seller Tag: Define a seller identifier or label (e.g., “Sold By”).
  • Theme and Font Colors: Customize the theme and font colors to match your branding.
  • Prepend Section: Add introductory text, instructions, or notes using the text editor provided.

NOTE : There are more options in this Quotation Settings……….you can explore it by using the instruction given below in this doucument.

These settings help ensure consistency and efficiency when generating quotations, giving users flexibility to align quotations with their business identity and processes.

1. Navigate to Settings.

Navigate to Settings

2. Go to Sales and Marketing.

go to Sales and Marketing

3. Go to Sales Activities.

4. Select Invoice Settings.

Select Invoice Settings.

5. Select Quotation Settings.

6. Select Quotation Settings.

NOTE  :-  fill the details as per customer requirements and Once your changes are made, click the Save button to apply them, or use the Reset option to revert any edits.

 

Invoice Settings :  Welcome to the Invoice Settings section in Kit19! This powerful module allows you to configure essential aspects of your invoices for better control, clarity, and professionalism.

  • Number Prefix: Define a custom prefix (e.g., “INV-“) for your invoice numbers to keep them organized.
  • Next Number: Set the starting number for your upcoming invoices.
  • Financial Years Format: Use formats like “YYYY-YYYY” to align invoices with financial year structures.
  • Payment Due: Set the payment due period (e.g., 30 days) to ensure timely payments.
  • Optionally: reset invoice numbering after a financial year change for seamless continuity.
  • Title: Customize the title of your invoices to meet business or branding needs (e.g., “Invoice”).
  • Subheading: Add a personalized message such as “Please find your invoice” to improve customer communication.
  • Sold By: Specify the seller’s name or organization for clarity.

NOTE : there are more options in this Settings……….you can explore it by using the instruction given below in this doucument.

These settings allow you to automate and personalize your invoicing process, ensuring consistency, accuracy, and a professional touch for your clients.

1. Select Invoice Settings.

2..   Click on Save Button.

Click on Save Button.

NOTE  :-  fill the details as per customer requirements and Once your changes are made, click the Save button to apply them, or use the Reset option to revert any edits.