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Quotes


4.1223021582733813

With the Quotes app, you can add line items, write a description of your offer, and include a message and attach supplementary files. Once the receiver accepts the quote, you can quickly and easily convert it to an invoice, keeping all the history and conversations in one place.


With this app you can:

- Create and send quotes and estimates for your services to anyone.
- Seamlessly convert an accepted quote into an invoice.


How to use:

Quotes can be sent both from the home page and the document page, by clicking the green “Create new...” button in the top right corner, and selecting “Create quote” from the drop-down menu. Making the quote is easy: all you need to do is to select a recipient, fill in quote details, add quote lines and press ‘send’.

Once the quote is accepted and you have performed the service or delivered the goods, you can convert it into an invoice by locating it either on your home page or your documents page, and clicking on ‘create invoice from quote’, near the top of the page. An invoice will then be generated with the same recipient and invoice lines as the quote. All you have to do is set the dates and payment methods, and you will be ready to go.

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