Create and Send Quotes

Quotes let you propose work to clients before committing. Once accepted, they can be converted directly into invoices.

Creating a Quote

1. Go to Quotes from the sidebar
2. Click New Quote
3. Fill in:
   • Client: select or create a contact
   • Line items: description, quantity, and price for each item
   • GST: inclusive or exclusive, calculated automatically
   • Issue Date and Valid Until: how long the quote is valid
4. Click Save

Sending a Quote

From the quote detail page, click Send to email the quote to your client. They'll receive a link to:

• View the full quote
• Accept or Decline the quote

Quote Statuses

• Draft: not yet sent
• Sent: waiting for client response
• Accepted: client has approved
• Declined: client has rejected
• Expired: past the "Valid Until" date

Converting to Invoice

Once a quote is accepted:

1. Open the quote
2. Click Convert to Invoice
3. A new invoice is created with all the line items, amounts, and client details copied over
4. Review and send the invoice