This template is designed to help you generate simple quotations and invoices. For a more complete solution, please install our business template.
Click on the Add folder button above and this pre-configured folder will be added to your BASE·finance account.
This folder regroup several accounts, label lists and action flows, which you can customize to fit your specific needs. The normal flow of business begins with the Sales account, where quotation and invoices can be generated.
Accounts are where your transactions are actually recorded. These are the accounts pre-defined in this template:
- Sales: Group several items together using the Append record or Group menu actions. Then generate a quotation or an invoice.
List of labels
Labels are used to easily classified transactions. Multiple lists can be used simultaneously at any time. These are the lists pre-defined in this template:
Products: This is a dynamic list of the products or services you company sell. Customize it as necessary by creating new products or modifying existing ones.
Contacts: This is a dynamic list of customers and leads. Customize it as necessary by creating new contacts or modifying existing ones.
Actions flows are powerful tools for transforming set of records into documents or into other records. These are the flows pre-defined in this template:
Quotation: Generate quotations based on records from the Sales account. Default values, such as tax rate or sales conditions, can be personalized.
Invoice: Generate invoices based on records from the Sales account. Default values, such as such as tax rate or sales conditions, can be personalized.