Turning a quote into a bill

A bill is a document that indicates the costs related to purchases from suppliers or third-party service providers. 

After the customer has confirmed your quote and you have made the relevant purchases (for example, you offered a service that was out-sourced from a third party), you can then turn the quote into a bill to add the related expenses to Scoro.

In the quote detailed view, click on the button Use data on quote to … and select the option Create bill.

You’re taken to the bill modify view where the relevant data is already filled out for you. You can then add all the missing information from the purchase invoice you've received from your supplier. Add or modify any of the details as needed.

Read more on how to use purchase orders and bills.