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Computerate Accounts Receivable Quoting Procedures
The Computerate program has the ability to create Quotes. Once the quote has been sent, a report
can be generated to track all outstanding quotes.
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How to fill out computerease accounts receivable quoting

How to fill out computerease accounts receivable quoting:
01
Start by logging into your computerease accounts receivable system using your username and password.
02
Once logged in, navigate to the quoting section within the accounts receivable module.
03
Click on the "new quote" button or a similar option to create a new quoting form.
04
Fill out the required fields in the quoting form, such as customer name, contact information, and quote details.
05
Enter the products or services being quoted along with their respective quantities and prices.
06
If applicable, include any discounts or promotions that are being offered on the quote.
07
Review the quote to ensure all information is accurate and complete.
08
Save the quote and generate a printable version if necessary.
09
Send the quote to the customer via email or print it out to provide a physical copy.
10
Keep track of the status of the quote within the computerease accounts receivable system, whether it is pending, accepted, or rejected.
Who needs computerease accounts receivable quoting?
01
Small and medium-sized businesses that need a streamlined and automated system to manage their accounts receivable process.
02
Companies that frequently send out quotes to customers for products or services.
03
Businesses that want to track the status and payment history of their quotes to better manage their accounts receivable.
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What is computerease accounts receivable quoting?
Computerease accounts receivable quoting is a feature that allows businesses to generate quotes for their customers based on the outstanding accounts receivable.
Who is required to file computerease accounts receivable quoting?
Businesses that have accounts receivable and need to provide quotes to their customers are required to use computerease accounts receivable quoting.
How to fill out computerease accounts receivable quoting?
To fill out computerease accounts receivable quoting, businesses need to enter information about the customer, the products or services being quoted, pricing, and any applicable terms and conditions.
What is the purpose of computerease accounts receivable quoting?
The purpose of computerease accounts receivable quoting is to streamline the process of generating quotes for customers with outstanding accounts receivable, helping businesses improve efficiency and accuracy.
What information must be reported on computerease accounts receivable quoting?
Information such as customer details, products or services being quoted, pricing, terms and conditions, and any other relevant information must be reported on computerease accounts receivable quoting.
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