{"id":566,"date":"2025-01-23T10:03:10","date_gmt":"2025-01-23T10:03:10","guid":{"rendered":"https:\/\/blogs.kit19.com\/Manual\/?page_id=566"},"modified":"2025-02-01T06:54:00","modified_gmt":"2025-02-01T06:54:00","slug":"quotation-and-invoice","status":"publish","type":"page","link":"https:\/\/blogs.kit19.com\/Manual\/quotation-and-invoice\/","title":{"rendered":"Quotation and Invoice"},"content":{"rendered":"\t\t

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Quotation and Invoice Setting of Kit19<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Quotation Settings<\/strong><\/span> :\u00a0 The Quotation Settings<\/strong> section in KIT19<\/a><\/strong> <\/span>allows users to customize and manage various elements of their quotation templates to streamline the quoting process. Here\u2019s a brief overview of the key settings.<\/p>
Number Prefix<\/strong><\/span>: Define a prefix for quotation numbers (e.g., \u201cQUO-\u201c).<\/li>
Next Number<\/strong><\/span>: Set the starting number for the next quotation.<\/li>
Financial Years Format<\/strong><\/span>: Choose the financial year format (e.g., \u201cYY-YY\u201d).<\/li>
Valid Till<\/strong><\/span>: Specify the default validity period for quotations in days.<\/li>
Title and Subheading<\/strong><\/span>: Personalize the main title and subheading of your quotations (e.g., \u201cThis is your Quotation\u201d).<\/li>
Seller Tag<\/strong><\/span>: Define a seller identifier or label (e.g., \u201cSold By\u201d).<\/li>
Theme and Font Colors<\/strong><\/span>: Customize the theme and font colors to match your branding.<\/li>
Prepend Section<\/strong><\/span>: Add introductory text, instructions, or notes using the text editor provided.<\/li><\/ul>
NOTE<\/u><\/strong> : There are more options in this Quotation Settings\u2026\u2026\u2026.you can explore it by using the instruction given below in this doucument.<\/span><\/strong><\/p>
These settings help ensure consistency and efficiency when generating quotations, giving users flexibility to align quotations with their business identity and processes.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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1. Navigate to Settings<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"Navigate$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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2. Go to Sales and Marketing.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"go$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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3. Go to Sales Activities.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"\"$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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4. Select Invoice Settings.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"Select$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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5. <\/b>Select Quotation Settings<\/strong>.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"\"$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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6. Select Quotation Settings<\/strong>.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"\"$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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NOTE<\/u><\/strong>\u00a0 <\/strong>:-\u00a0 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.<\/strong><\/span><\/p>
\u00a0<\/strong><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Invoice Settings<\/span><\/strong><\/span> :\u00a0 Welcome to the Invoice Settings<\/strong> section in Kit19<\/strong>! This powerful module allows you to configure essential aspects of your invoices for better control, clarity, and professionalism.<\/p>
Number Prefix<\/strong><\/span>: Define a custom prefix (e.g., \u201cINV-\u201c) for your invoice numbers to keep them organized.<\/li>
Next Number<\/strong><\/span>: Set the starting number for your upcoming invoices.<\/li>
Financial Years Format<\/strong><\/span>: Use formats like \u201cYYYY-YYYY\u201d to align invoices with financial year structures.<\/li>
Payment Due<\/strong><\/span>: Set the payment due period (e.g., 30 days) to ensure timely payments.<\/li>
Optionally:<\/strong><\/span>\u00a0reset invoice numbering after a financial year change for seamless continuity.<\/li>
Title<\/strong><\/span>: Customize the title of your invoices to meet business or branding needs (e.g., \u201cInvoice\u201d).<\/li>
Subheading<\/strong><\/span>: Add a personalized message such as \u201cPlease find your invoice\u201d to improve customer communication.<\/li>
Sold By<\/strong><\/span>: Specify the seller\u2019s name or organization for clarity.<\/li><\/ul>
NOTE<\/u><\/strong> : there are more options in this Settings\u2026\u2026\u2026.you can explore it by using the instruction given below in this doucument.<\/span><\/strong><\/p>
These settings allow you to automate and personalize your invoicing process, ensuring consistency, accuracy, and a professional touch for your clients.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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1. Select Invoice Settings.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"\"$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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2..\u00a0\u00a0 Click on Save Button.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t $\"Click$ \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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NOTE<\/u><\/strong>\u00a0 <\/strong>:-\u00a0 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.<\/strong><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/body>","protected":false},"excerpt":{"rendered":"
Quotation and Invoice Setting of Kit19 Quotation Settings :\u00a0 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<\/p>\n
\n Continue Reading <\/span><\/i><\/a>\n <\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"om_disable_all_campaigns":false,"_uag_custom_page_level_css":"","footnotes":""},"class_list":["post-566","page","type-page","status-publish","hentry"],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"admin","author_link":"https:\/\/blogs.kit19.com\/Manual\/author\/admin\/"},"uagb_comment_info":0,"uagb_excerpt":"Quotation and Invoice Setting of Kit19 Quotation Settings :\u00a0 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…","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages\/566","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/comments?post=566"}],"version-history":[{"count":5,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages\/566\/revisions"}],"predecessor-version":[{"id":702,"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/pages\/566\/revisions\/702"}],"wp:attachment":[{"href":"https:\/\/blogs.kit19.com\/Manual\/wp-json\/wp\/v2\/media?parent=566"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}