Send a quote and turn it into an invoice
Clients accept online; one click makes the invoice.
- Choose New, then New quote.
- Add the lines and how long the quote is valid.
- Send it. The client can accept or decline online from the link in the email.
- When it's accepted, open it and choose Turn into invoice.
Tip: If the client answers by email or phone, open the quote and choose Mark accepted.
Still stuck?
Use Help inside the app (we'll see which page you're on), or contact us. A person reads every message.