Quotes
Offer the work, send it as a web quote, and turn it into an invoice once it is agreed.
Step by step
- Open “Quotes” and choose “New quote”.
- Pick the customer, the lines, “Valid until” and optionally tags and a discount. “More options” sets the quote’s language and texts. Choose “Save the quote”.
- Add files the customer gets with the web quote, and choose “Send” › “Send the quote”.
- “Edit” changes the quote even after it is sent, and the web quote shows the change.
- Once agreed, choose “Make an invoice” and pick an invoice or a proforma. A draft invoice is prepared from the quote; check it and issue it.
Good to know
The list counts quotes by state and filters them by tag and by search. A deleted quote comes back from the undo message or from the quotes’ trash.
Quotes have their own number series in “Settings” › “Number series”.
Related articles
- Issue an invoiceFrom an empty form to an issued invoice with its number, PDF and ISDOC.
- Proforma and settlement invoiceAsk for an advance, and let its payment issue the invoice or the tax document for you.
- Number seriesA number is given when a document is issued, from the series of its type, with no gaps. Drafts have no number.