WEBVTT 00:00:09.119 --> 00:00:12.020 Hi there, and welcome to this tutorial. Irina 00:00:12.079 --> 00:00:16.439 here, with you. And today, let us talk about how to create a quote 00:00:16.819 --> 00:00:19.579 for your services using Zander functionality. 00:00:20.479 --> 00:00:23.479 While there is no direct feature to create quotes, 00:00:23.840 --> 00:00:27.020 there is a workaround workflow that I would like to share with you. 00:00:27.399 --> 00:00:28.339 in this video. 00:00:29.340 --> 00:00:31.979 And we will start with creating an item that 00:00:32.020 --> 00:00:33.979 we can use to generate 00:00:34.040 --> 00:00:36.199 an invoice to create 00:00:36.219 --> 00:00:38.999 a quote. So for that, let's go into 00:00:39.020 --> 00:00:45.220 the Settings menu. And here we need to find the billing category of, uh, features, and 00:00:45.559 --> 00:00:45.819 let's 00:00:46.180 --> 00:00:46.739 first, 00:00:46.840 --> 00:00:48.359 uh, use the products 00:00:48.439 --> 00:00:51.000 feature. So what we can do, we can 00:00:51.079 --> 00:00:54.819 create, uh, an item, a product item, and 00:00:55.000 --> 00:00:59.139 give it a name and, uh, the description that will show on our 00:00:59.279 --> 00:01:03.159 invoice. So let's cre- click Add a product and fill 00:01:03.159 --> 00:01:10.059 this out. So we can use, uh, the basic information as the name of this product item, the description what 00:01:10.099 --> 00:01:10.979 this quote is 00:01:11.099 --> 00:01:16.039 for. Uh, and if you know what tax it will be, you can select it here. 00:01:16.579 --> 00:01:18.019 Price, let's leave it at, uh, 00:01:18.059 --> 00:01:21.179 zero. So just very basic setup, and 00:01:21.199 --> 00:01:22.139 let's save 00:01:22.179 --> 00:01:29.859 that. Now, you might also need a quote for services and show the duration of those services. In that case, 00:01:29.879 --> 00:01:30.019 we 00:01:30.059 --> 00:01:32.059 will use the services 00:01:32.399 --> 00:01:33.039 templates. 00:01:34.379 --> 00:01:36.219 Let us create a new service 00:01:36.279 --> 00:01:43.039 for that. All right, wonderful. So again, let's fill out the basic information, the name of this 00:01:43.199 --> 00:01:49.059 item, uh, the description, what services this is for, and the duration of the whole, 00:01:49.419 --> 00:01:54.099 uh, services included in that quote. Enter the same duration here in the Duration 00:01:54.219 --> 00:01:55.219 field and 00:01:55.359 --> 00:01:55.659 click 00:01:56.039 --> 00:02:01.239 Save. So now we have prepared items that we can use to generate 00:02:01.259 --> 00:02:03.599 an invoice which will serve as, 00:02:03.999 --> 00:02:06.539 um, a quote for our services. 00:02:07.819 --> 00:02:11.139 Let us now create a quote for, um, our, 00:02:11.819 --> 00:02:13.339 uh, respective customer. 00:02:13.659 --> 00:02:16.119 So, we can use the Sales menu for that 00:02:16.499 --> 00:02:16.819 and 00:02:17.179 --> 00:02:17.899 use the New 00:02:18.019 --> 00:02:23.039 sale feature. So here we need to select who these services or products will be 00:02:23.119 --> 00:02:27.379 provided to. So, for example, uh, the client 00:02:27.519 --> 00:02:30.059 name, the sold by, the practitioner. 00:02:30.519 --> 00:02:36.179 Uh, if it's covered by insurance, leave it here. If not, you can remove the insurance. Who will pay this 00:02:36.219 --> 00:02:37.039 invoice? It can 00:02:37.059 --> 00:02:39.019 be the client or it can be 00:02:39.359 --> 00:02:40.359 a third party. 00:02:41.679 --> 00:02:47.039 So we can select the payee and w- at which location these services will be provided. 00:02:47.039 --> 00:02:48.279 We can also select that 00:02:48.879 --> 00:02:50.099 and create this 00:02:50.199 --> 00:02:55.439 invoice. So this creates an invoice that is not, um, attached 00:02:55.779 --> 00:02:56.079 to 00:02:56.499 --> 00:02:57.299 an appointment. 00:02:57.639 --> 00:03:01.279 And now we can add, uh, our quote item to the invoice. 00:03:02.559 --> 00:03:06.099 So, for example, we can select the product we created for 00:03:06.119 --> 00:03:08.119 our quote. Here it 00:03:08.159 --> 00:03:10.179 is. Um, and 00:03:10.259 --> 00:03:13.359 we can, uh, add more information and description 00:03:13.739 --> 00:03:14.019 for 00:03:14.499 --> 00:03:16.159 which services this quote 00:03:16.199 --> 00:03:19.039 is for. And now you 00:03:19.059 --> 00:03:21.239 can define the to- total price 00:03:22.219 --> 00:03:22.719 here. 00:03:24.979 --> 00:03:25.419 And 00:03:26.399 --> 00:03:27.119 save that. 00:03:28.639 --> 00:03:31.159 Now, you can print this quote 00:03:31.919 --> 00:03:34.259 and share it with the payee or with 00:03:34.279 --> 00:03:35.919 the client, or you can 00:03:36.019 --> 00:03:38.239 email it to the payee or 00:03:38.459 --> 00:03:39.939 to the, um, 00:03:40.019 --> 00:03:45.099 client. Let's say you've shared this quote with the client or another payee, 00:03:45.479 --> 00:03:49.219 please download a PDF copy for your own records. 00:03:49.719 --> 00:03:55.159 So you can just use this Downloads button here, and it will be downloaded on your device. 00:03:55.959 --> 00:03:57.999 Now, let us go into this client's 00:03:58.039 --> 00:04:02.599 profile, um, and we can go into the Records, Files, 00:04:02.919 --> 00:04:06.359 or Admin Files, wherever you want to keep this quote. 00:04:08.479 --> 00:04:10.059 And here, let us upload 00:04:10.539 --> 00:04:13.979 that, um, quote document we just downloaded as a 00:04:14.039 --> 00:04:16.978 PDF. There you go. We uploaded our 00:04:17.079 --> 00:04:19.119 invoice. Uh, you can also 00:04:19.219 --> 00:04:21.079 add a note to it. 00:04:21.539 --> 00:04:22.639 So, for example... 00:04:23.639 --> 00:04:24.159 And save 00:04:24.179 --> 00:04:28.199 that. Now you have this on your records, and 00:04:28.279 --> 00:04:31.199 the next step is to go into this client's 00:04:31.239 --> 00:04:34.559 profile Invoices list in the Billing section. 00:04:36.159 --> 00:04:39.079 Find that, uh, invoice with the quote, 00:04:41.379 --> 00:04:42.219 and let 00:04:42.379 --> 00:04:48.179 us, let us delete 00:04:48.199 --> 00:04:51.359 it so that it doesn't keep, 00:04:51.759 --> 00:04:53.079 uh, the balance of 00:04:53.139 --> 00:04:57.259 this client updated with the amount of the quote. 00:04:59.199 --> 00:05:02.019 Another option to create a quote is not through the 00:05:02.439 --> 00:05:06.259 Sales menu, but you can just do this directly from the client profile. 00:05:06.719 --> 00:05:08.379 Select here New invoice. 00:05:08.819 --> 00:05:10.999 This generates an invoice that is not linked 00:05:11.219 --> 00:05:13.259 with, um, an appointment. 00:05:13.839 --> 00:05:15.259 And now let us use 00:05:15.339 --> 00:05:20.059 another item that we created, our service item for a 00:05:20.159 --> 00:05:25.579 quote. Enter your price. 00:05:30.919 --> 00:05:32.179 And just do the same. 00:05:32.579 --> 00:05:34.179 Save this as a new invoice, 00:05:34.479 --> 00:05:38.479 email or download it, and share with the client or with their payee. 00:05:38.859 --> 00:05:44.019 Then download a copy for yourself, upload it into the client profile, and then delete 00:05:44.339 --> 00:05:45.919 this invoice from the cl- 00:05:46.019 --> 00:05:48.399 client records so that it doesn't, 00:05:48.779 --> 00:05:49.079 um, 00:05:49.459 --> 00:05:51.139 change the account balance. 00:05:52.839 --> 00:05:57.139 And that's it. That's a very short video, brief instructions, but I hope you find 00:05:57.139 --> 00:06:00.279 them useful for your practice operations.