Learn how to generate quote PDFs from an order
On an order’s detail screen you can tap Generate quote and get a PDF ready to send to the customer: items, amounts, delivery fee, advance payment, and notes.

What it is for

The quote uses the order data. It does not create a new order and does not post anything to Cash Flow — it only generates the PDF.

Before you generate

  1. Register the customer and build the order with products (see the orders tutorial).
  2. Add items with Quantity and Unit price.
  3. (Optional) Fill in Payment method, Delivery fee, Advanced payment, and Notes — whatever is filled in appears in the PDF.
  4. Save the order.
Without a customer and items, the quote is not useful for the recipient. Check the amounts on the order screen before generating.

How to generate the PDF

  1. Open the side menu → Sales → Orders.
  2. Tap the order you want (on any tab: Not ready, Ready to deliver, or Delivered).
  3. The Order #… screen opens with the details.
  4. Scroll to the action buttons and tap Generate quote (PDF icon).
  5. Choose where to save or share the file.
The file name follows Quote for {customer name}.pdf.

What is in the PDF

Tips

Summary

  1. Build and save the order with customer, items, and amounts.
  2. Open the order in the Orders list.
  3. Tap Generate quote.
  4. Save or send the PDF to the customer.

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Good work!