How to create a quote

In the left menu, open Admin and click Quotes.

Click Create New, top right of the list.

Give the quote a subject the client will recognise, such as «Study permit - Daniela Ruiz». Valid until is the date the price holds; type it as YYYY-MM-DD or pick it from the calendar.

Under Bill to, type part of the client's name in Contact Person and pick them from the list.

Under Document lines, click Add first line.

Pick a service in Product: its price comes from your Services and Fees list, and you can change it on this quote. Click Add line for each extra item, such as the IRCC processing fee and biometrics. Totals update as you go.

Click Create at the bottom right.

The quote gets its own number (QUO…) and starts at the stage Created.

Open the quote. PDF makes the document on your letterhead and Email sends it. Move the stage bar along as the client answers: Submitted to client, then Accepted. When it is accepted, Convert to Invoice bills it without retyping a line.

• Set up your price list once in Admin → Services and Fees. Every quote and invoice picks from it.
• Payment in instalments? Fill in Number of payments and use Suggest payment plan on the quote; the plan carries over to the invoice.
• Link the case in Details if it is already open, so the quote shows on the case too.

Something on your screen does not match the guide? Write to us, or use Support inside ImmCase.

Next guide: How to open a case

All guides in the user manual