Create a quote
A quote is an offer you send before the work starts. It uses the same editor as an invoice, so everything on Create your first invoice applies.
Create the quote
- Open Quotes. Choose it from the menu and click New Quote.
- Fill it in. Choose the client under Bill to, set the dates, add line items and a tax preset, exactly as for an invoice.
- Save. The quote gets a number from its own counter, separate from invoices.
- Print or save as PDF. Use the print view to send it to your client.
Good to know
- Quotes and invoices are numbered separately. See Number your invoices and quotes.
- A quote cannot be turned into an invoice with one click. When the client accepts, create a new invoice for the same client with the same line items.
- A quote does not get a payment link. Payment links are for unpaid invoices.