Quote & Invoice creation

Steps for Creating a Quote

1. Log in to the WordPress Dashboard
   • Navigate to https://hr.sevenzainc.com
   • Enter your login credentials to access the WordPress admin dashboard.
2. Access the Sliced Invoices
   • In the left-hand menu, find and click on “Sliced Invoices”.
   • Select “Quotes” from the drop-down menu.
3. Create a New Quote
   • Click on “Add New Quote” at the top of the Quotes page.
   • Enter the Quote Title in the provided field.
4. Add Client Information
   • Enter the client’s name, email, and any other relevant information in the Client Details section.
   • If the client is already in the system, you can search for their name and select them from the list.
5. Add Items to the Quote
   • Scroll down to the Quote Items section.
   • Click “Add New Item” to enter each product or service.
   • Enter the Description, Quantity, Unit Price, and Tax (if applicable) for each item.
6. Set the Quote Terms
   • In the Quote Settings section, define any specific terms, conditions, or notes that should accompany the quote.
7. Review and Finalize
   • Review all the information entered for accuracy.
   • Click “Save Draft” if you want to review later or “Send Quote” to email it directly to the client.
8. Send the Quote
   • If you selected “Send Quote”, confirm the client’s email address and click “Send”. The client will receive the quote via email.

Steps for Creating an Invoice

Back to Sevenza SOP

1. Log in to the WordPress Dashboard

   • Navigate to https://hr.sevenzainc.com/
   • Enter your login credentials to access the WordPress admin dashboard.

2. Access the Sliced Invoices 

   • In the left-hand menu, find and click on “Sliced Invoices”.
   • Select “Invoices” from the drop-down menu.

3. Create a New Invoice

   • Click on “Add New Invoice” at the top of the Invoices page.
   • Enter the Invoice Title in the provided field.

4. Add Client Information

   • Enter the client’s name, email, and any other relevant information in the Client Details section.
   • If the client is already in the system, you can search for their name and select them from the list.

5. Add Items to the Invoice

   • Scroll down to the Invoice Items section.
   • Click “Add New Item” to enter each product or service.
   • Enter the Description, Quantity, Unit Price, and Tax (if applicable) for each item.

6. Set the Invoice Terms

   • In the Invoice Settings section, define any specific payment terms, conditions, or notes that should accompany the invoice.

7. Review and Finalize

   • Review all the information entered for accuracy.
   • Click “Save Draft” if you want to review later or “Send Invoice” to email it directly to the client.

8. Send the Invoice

   • If you selected “Send Invoice”, confirm the client’s email address and click “Send”. The client will receive the invoice via email.

9. Follow Up

   • Monitor the payment status through the Invoices section in the Sliced Invoices plugin.
   • Send reminders if payment is not received within the agreed terms.

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Additional Notes

• Quote to Invoice Conversion

  • If a quote is accepted, you can easily convert it to an invoice by finding the quote in the Quotes section, and selecting “Convert to Invoice”.

• Customizing Templates

  • You can customize the appearance and format of your quotes and invoices in the Settings section of the Sliced Invoices plugin. Access this by going to Sliced Invoices > Settings > Invoices.

• Tracking Payments

  • The Sliced Invoices plugin allows you to track payment statuses and issue receipts once payments are received.