How to configure quotes in Chargebee?

Modified on: Wed, 22 Sep, 2021 at 4:03 PM

Scope

How to enable quotes?

How to create a quote?


Summary

Quotes can be made for new subscription sign-ups, changes to existing subscriptions or even one-time charges. Moreover, once a customer accepts a quote, you have the option of allowing them to complete the purchase themselves. You can configure quotes by navigating to Settings > Configure Chargebee > Invoices, credit notes & quotes > Quotes tab. 


Note: Some businesses refer to quotes as proforma invoice. Quotes can also be titled as "proforma invoice"



Solution

To configure Quotes, click Settings > Configure Chargebee > Invoices, credit notes & quotes > Quotes tab. (Enable Quotes here if not already done.)

Configure the following details.

  • Quote title

  • Quote number prefix

  • Show applicable taxes

  • Redirect URL

  • Validity

  • Show payment terms

  • Notes

  • Signature

  • Payment Instructions

When you are done, click Apply Changes to save your Quote settings. Your Quotes are personalized further by showing your brand logo and colours that are configured for Invoices.

Create Quote

You can create quotes in Chargebee for

  • a new subscription
  • changing an existing subscription
  • one-time charges

Click here to know more. 

M
Monica is the author of this solution article.

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