Help Center
Go Back to Jouver
Help Center
Go Back to Jouver
Get Started
What are the main menus in Jouver?How do I set my starting invoice number in Jouver?What are the key features of Jouver?How long does it take to set up Jouver?What plans does Jouver offer?Is there a free trial?How many vehicles can I add in the free plan?What vehicle types does Jouver support?What languages does Jouver support?Is support available 24/7?
Features & Usage
How do I buy a vehicle from a company in Jouver?How does the license plate auto-lookup work?How do I sell a vehicle to a private individual?How do I process a trade-in transaction?What documents does Jouver generate automatically?What information does the Stock page show?How to manage your vehicle trim and optionsWhat does the Sales page show?Can I create quotes and convert them to invoices?How do I create a quote and send an invoice?How do I add discounts to quotes or invoices? How do I use electronic signatures in Jouver?Can I export my sales data?How do I handle tax on vehicle purchases?Can I see tax information in my exports?How do I create a service invoice not related to vehicle sales?What should I do if the electronic signature icon stays red?What if the vehicle license plate lookup doesn't work?What payment methods can I record in Jouver?Can I track deposits and remaining payments?How do I email a quote or invoice to a client?Can I customize the terms and conditions on my documents?What happens to a vehicle in stock after I sell it?Can I see how long a vehicle has been in stock?How do I track my profit margins?
Staying Compliant
Is Jouver compliant with anti-fraud regulations? Is Jouver compliant with financial anti-fraud regulations?Is Jouver compliant with inventory ledger and sequential record IDs regulations? Is electronic signature legally valid?Where are electronic signatures stored?
Transaction Type
How do I choose the right transaction type?What is "Sell to Individual" transaction?What is "Buy from Individual" transaction?What is "Sell to Individual + Trade-ins" transaction?What is "Sell to a Company" transaction?What is "Buy from a Company" transaction?What is "Vehicle Consignment" transaction?

Can I create quotes and convert them to invoices?

Yes, you can create a quote with customer details and pricing and it will automatically create the invoice and purchase order.

Step 1: Save and send to the client by clicking ✉ next to QUOTE in your vehicle .

When your client accpet the quote, you can sompli accepted, click "Convert to invoice" and all information transfers automatically to a new invoice.

Step 2: Send

e-Signature:

The client will receive a request for esignature by email and will be send on a secured page on Jouver showing the vehcile he is buying from your dealership:

How do I create a quote and send an invoice?

  • Click the Plus button to create a new quote for the potentiao buyer and your vehicle in stock..
  • Add your customer from your contacts or enter their information manually.
  • Include all line items with descriptions, selling prices, and appropriate tax rates. You can apply discounts as fixed amounts or percentages.
  • Save the quote and preview it as PDF before sending it by email directly to your client.
  • Jouver keeps the quote in an active state until you close or convert it. When your customer accepts, simply send the Invoice by email or use the e-signature features Jouver.
  • This will creates a complete invoice document with a new invoice number, copying all line items, prices, tax calculations, and customer information. This eliminates duplicate data entry and ensures accuracy between your quote and final invoice.


Was this article helpful?

Powered by Product Fruits