Quotations, Estimates and Invoices Software

Create Quotations, Estimates and Invoices in seconds

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Quotations, Estimates and Invoices Software

Amphis Customer is designed to make it easy to Create Quotations (Quotes), Estimates and Invoices. Simply select a customer and click Create Quote or Create Invoice.

You can also Create an Invoice from an existing Quotation by clicking the Invoice from Quote button. Or you can create a Job from an existing Quotation by clicking the Job from Quote button.

CRM Software Supports Any Currency

You can create free-form or itemised Quotations (Estimates) or Invoices. A free-form Quotation (Estimate) or Invoice allows you to type any number of paragraphs with or without headers. You can enter a price for each paragraph like this.

Create Quotation

Quotation or Invoice price automatically calculated

Amphis Customer adds up the price for each paragraph, adds any sales taxes and automatically creates the Quotation or Invoice as a Word document. The Customer Details, company logo and address etc are all automatically added to the document.

You can Print the document and a label or an envelope. If you prefer, you can Email the Quotation (Estimate) or Invoice as a PDF file straight from Amphis Customer at the click of a button.

You can choose not to display a total if, perhaps, you are creating a Quotation showing a list of options and the customer will choose one option or another, but a total is not relevant.

Itemized Quotations (Estimates) or Invoices

You can Create Itemized Quotes or Invoices where the items can be selected from an Items Database. You can create a list of items that you sell in the Parts Database, either manually or from a spreadsheet. Then you can Create Quotations or Invoices by selecting items from the Parts Database.

You can add labor charges, discounts, shipping etc. The Quotation or Invoice is created automatically as a Word document with the Customer Details company information.

Create Itemized Quotation

You can specify default prices and discounts per quote or invoice line and choose whether or not to display these.

Example Invoice and Quotation

We have some example invoices and quotes here and you can modify the templates using Microsoft Word to change the layout, fonts, wording, colors etc.

Example Invoice and Quotation

Invoice Payment Tracking and Payment Reminders

The Invoice amount is added to the outstanding balance for the customer. The payment is automatically tracked, displaying a warning to the user on the Today View if there are Overdue Payments. A Payment Reminder can be automatically created at the click of a button.

Quotation and Invoice Templates

Quotations and Invoices are generated from Microsoft Word documents which act as templates that you can edit to add your logo and company details etc. You can change the fonts, colors etc and change the wording to suit your business.

Invoice Templates

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

Web and Mobile access to your CRM Data

For information on Web and Mobile access to your CRM Data including using iPhone, iPad, Android, Mac, Windows Phone and other phones and tablets, see Web and Mobile access to CRM Data.

Web CRM Software

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CRM Case Studies

CRM Case Studies

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