How-To:Quote: Difference between revisions

Latest revision as of 23:21, 2 December 2024

ContactsLaw offers a comprehensive billing and accounting system, designed to streamline the creation of billing quotations for specific products and potential disbursements. Users can view updated quotations and billing data directly within the system.

1. Getting Started

Navigate to the relavent matter and access the Billing section.

From the Actions dropdown menu, select New.

2. Specify Options

Select your desired options:

Product – Choose the type of product or service for the quote, such as an affidavit or trial-related services.
Displayed Quote – Ensure the quote is active, as this will determine how the subsequent invoice is generated.

Date of Quote – Set the issue date of the quote. The date can be in the past, present, or future.

Bill to – Specify the recipient of the quote, who will also receive the invoice.

Scale – Choose the applicable scale (e.g., Regular Scale or Supreme Court Scale) based on the services provided.

GST – Apply the 10% Goods and Services Tax (GST) to the quoted service or product.

3. Add Quote Body

The body of the quote can include up to four (4) elements:

Product – Represents the legal services being quoted.

Disbursement – These are costs incurred by the practice and passed on to the client.

Discount – A standard offer, either a fixed amount or a percentage, as per the firm's policy.

Other – An open-ended field for any items not covered by the categories above, allowing for a free-form description.

4. Amounts and GST

After selecting an item, the amount will be pre-filled based on the work group's recommended charges. If you need to apply a special rate for a specific matter, the amount can be manually adjusted.

5. Final Steps

Review the amounts listed for each item. If necessary, edit the amounts by double-clicking the figure.

Once completed, click Save & Close to finalise the quote.

@@ Line 1: / Line 1: @@
-ContactsLaw provides a comprehensive billing creation and accounting system. One of its functions is creating billing quotations on certain products and potential disbursements. Users can see the updated quotation and billing data within the system.
+{{DISPLAYTITLE:How to Create Quotes}}
+ContactsLaw offers a comprehensive billing and accounting system, designed to streamline the creation of billing quotations for specific products and potential disbursements. Users can view updated quotations and billing data directly within the system.
-The below guide will explain the key steps in creating a quote:
 == 1. Getting Started ==
-Navigate to the desired matter and access the ''Billing'' section.
+Navigate to the relavent matter and access the ''Billing'' section.
 [[File:Step 1 - Quote.png|none|thumb|500x500px|[[File:Step 2 - Quote.png|none|thumb|500x500px]]]]
@@ Line 14: / Line 13: @@
 Select your desired options:
-* '''Current Product''' - This option shows what kind of product or services you want to quote such as an affidavit or trials.
+* '''Product''' – Choose the type of product or service for the quote, such as an affidavit or trial-related services.
+* '''Displayed Quote''' – Ensure the quote is active, as this will determine how the subsequent invoice is generated.
-* '''Displayed Quote''' - Quotes should be active as this is one thing that is going to determine how the next invoice gets created.
-* '''Date of Quote''' - Setting the date when you issue the quote. Date can be past, present, or future.
+* '''Date of Quote''' – Set the issue date of the quote. The date can be in the past, present, or future.
-* '''Bill to'''  - This option is for whom you will issue the quote and for whom you will send the invoice.
+* '''Bill to''' – Specify the recipient of the quote, who will also receive the invoice.
-* '''Scale''' - This is a collection of members rights which you might have a regular scale and a Supreme Court scale.
+* '''Scale''' – Choose the applicable scale (e.g., Regular Scale or Supreme Court Scale) based on the services provided.
-* '''Option:'''
+* '''GST –''' Apply the 10% Goods and Services Tax (GST) to the quoted service or product.
-** '''GST''' - Charging a tax of 10% for the service and product.
 [[File:Step 5 - Quote.png|none|thumb|500x500px]]
 == 3. Add Quote Body ==
-There are four (4) items to add to the body of the quote.
+The body of the quote can include up to four (4) elements:
 [[File:Step 6 - Quote.png|none|thumb|500x500px]]
-* '''Product''' - Products are basically abstractions of legal services.
+* '''Product''' – Represents the legal services being quoted.
 [[File:Step 7 - Quote (Product).png|none|thumb|346x346px]]
-* '''Disbursement''' - are costs that will be incurred by the law practise that will be passed on to the client.
+* '''Disbursement''' – These are costs incurred by the practice and passed on to the client.
 [[File:Step 8 - Quote (Disbursements).png|none|thumb|345x345px]]
-* '''Discount -''' This is a standard policy offer whether that either is a fixed amount or a percentage.
+* '''Discount''' – A standard offer, either a fixed amount or a percentage, as per the firm's policy.
 [[File:Step 9 - Quote (Discount).png|none|thumb]]
-* '''Other''' - This option is for any item you want to add that isn't covered by other products or disbursements or discounts and this is basically a free form description.
+* '''Other''' – An open-ended field for any items not covered by the categories above, allowing for a free-form description.
 == 4. Amounts and GST ==
-After choosing a certain item, the amount has been pre-populated and that's because the work group says that this is the right amount that should be charged for that. If for some reason you wanted to do a special deal on this matter, you may change the amount.
+After selecting an item, the amount will be pre-filled based on the work group's recommended charges. If you need to apply a special rate for a specific matter, the amount can be manually adjusted.
+[[File:Step 10 - Quote (GST and Amount).png|none|thumb|500x500px]]
 == 5. Final Steps ==
-Counter the amounts stated in each item and if there are changes with the prices, you may edit them by double clicking the amount.
+Review the amounts listed for each item. If necessary, edit the amounts by double-clicking the figure.
-When you are finished, click the Save & Close button.
+Once completed, click ''Save & Close'' to finalise the quote.[[File:Step 11 - Quote.png|none|thumb|500x500px]]
+[[Category:How-To]]