Quotes
Send a quote, get it accepted online and turn it into an invoice in one step.
Updated
- Go to Bills → Quotes → New quote.
- Add the customer, lines and an expiry date.
- Choose Send. The customer gets a link where they can accept or decline.
When a quote is accepted, choose Convert to invoice. You can invoice the full amount, a percentage as a deposit, or selected lines.
Statuses
- Draft — not sent yet.
- Sent — waiting for the customer.
- Accepted or Declined — the customer responded online, or you marked it.
- Expired — the expiry date passed with no response.
- Invoiced — fully converted to one or more invoices.
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