Create quotes and turn them into invoices
Describe the job once and reuse its details for the invoice after the customer agrees. The path from quote to invoice stays clear.
How it works
- 1Choose the customer and scope
- 2Check quantities, prices and validity
- 3Send the quote and record acceptance
- 4Create and review the invoice draft
Describe the work clearly
A useful quote explains scope, quantities and prices. Separate services and materials into understandable lines and include the details your customer needs to decide. Saved customers and products avoid repeated entry.
Share a PDF
Generate the quote and send it through the channel agreed with your customer. Check the recipient and validity first. Sending the file does not mean it has been accepted; keep a clear record of your customer's agreement.
Continue after acceptance
Convert the accepted quote into an invoice draft. Check whether the scope, quantities or dates have changed, then issue the invoice after a final review. Conversion saves typing without replacing your review.
Common questions
Does every quote automatically become an invoice?
No. After the customer agrees, you decide when to convert the quote into an invoice draft.
Can I review changes before invoicing?
Yes. Before issuing, compare the transferred draft with the work actually being billed.