If you are looking for a simple and effective way to create budgets for your business, Debitor It is the tool you need. With Debitor, you will be able to generate quotes quickly and personalized, adapted to the specific needs of your company. You will no longer have to worry about manually calculating every cost and detail, since Debitor It takes care of doing it for you. Plus, with the ability to send quotes directly to your clients, you'll be able to streamline the process and optimize your business operations. Find out here How to create budgets with Debitoor? and discover how this platform can facilitate the financial management of your company.

– Step by step -- How to create budgets with Debitoor?

• Step 1: Log in to your Debitoor account with your username and password.
• Step 2: In the left menu, click on "Budgets."
• Step 3: Once in the quotes section, click on the “Create quote” button.
• Step 4: Fill in the quote details, such as the customer's name, validity date, and currency.
• Step 5: Add the products or services you are offering in the quote, including the quantity, unit price, and applicable tax.
• Step 6: Once you have added all the necessary elements, click "Save."
• Step 7: You can send the quote directly to the client from Debitoor, or download it as a PDF file to email or print.
• Step 8: If the client accepts the quote, you can convert it into an invoice with a single click from the same platform.

Create budgets easily and quickly with Debitoor, and maintain better control of your commercial transactions.

FAQ

How to create a budget in Debitoor?

1. Log in to your Debitoor account.
2. Click on “Quotes” in the main menu.
3. Select "Create new quote."
4. Fill out the required fields with customer information and quote details.
5. Save the budget.

How to send a quote to a client on Debitoor?

1. After creating the quote, click “View” to review it.
2. Once you are happy with the quote, click “Submit.”
3. Select the delivery option (by email or print).
4. Fill in additional details, if necessary.
5. Send the quote to the client.

How to convert a quote into an invoice in Debitoor?

1. Find the quote you want to convert to an invoice and open it.
2. Click “Convert to Invoice” at the top right of the quote.
3. Confirm the conversion and select “Create invoice”.
4. Review the generated invoice and make necessary adjustments, if necessary.
5. Save the invoice.

How to manage multiple budgets in Debitoor?

1. In the main menu, click on "Quotes."
2. Select the “View Quotes” option to see a list of your active quotes.
3. To edit a quote, click "Edit."
4. To delete a quote, click "Delete."
5. Organize your budgets as necessary.

How to add taxes to a budget in Debitoor?

1. While creating or editing a budget, look for the taxes section.
2. Includes the applicable tax type and the corresponding percentage.
3. Verify that tax calculations are correctly applied to the budget total.
4. Save changes made to the budget.

How to create recurring budgets in Debitoor?

1. In the main menu, click on "Quotes."
2. Select "Create new quote."
3. Complete the budget information, including the start date and frequency of recurrence.
4. Check the “Recurring budget” option.
5. Save recurring budget.

How to track budgets in Debitoor?

1. In the main menu, click on "Quotes."
2. Select the “View Quotes” option to review your active quotes.
3. To check the status of a quote, look for the “See status” option.
4. Update budget status as necessary.
5. Keep track of your budgets.

How to add notes and terms to a quote in Debitoor?

1. While creating or editing a quote, look for the notes or terms section.
2. Add any notes or terms you want to include in the quote for your client.
3. Confirm that notes and terms are displayed correctly in the quote preview.
4. Save the quote with added notes and terms.

How to track overdue budgets in Debitoor?

1. In the main menu, click on "Quotes."
2. Select “View Quotes” to see a list of your active quotes.
3. Look for the option to filter by status and select “Overdue.”
4. Review expired budgets and take the necessary steps to update or delete them.
5. Keep a record of overdue budgets for proper tracking.

How to customize the appearance of budgets in Debitoor?

1. In the quotes section, click “Settings” or “Customize.”
2. Select options to customize the appearance, such as the background image, your company logo, colors, etc.
3. Preview the changes made and verify that the appearance is as desired.
4. Save your custom budget settings.

You may also be interested in this related content:

• How to use Creative Tools in the Microsoft PowerPoint QuickStarter app?
• How to update the Microsoft Outlook application?
• How to Schedule the sending of your emails in Zimbra?