Quotes
Price the work before you do it, and have the answer in writing.
A quote is built exactly like an invoice. It carries the same buyer details, line items, notes and terms — but it asks to be accepted rather than paid.
Creating one
From Account → Invoicing, press New Quote. It is numbered in its own sequence, QUO-00001, so your quotes and invoices never get confused with each other.
Quote states
- Draft — still being written.
- Sent — with the customer.
- Accepted — they said yes.
- Rejected — they said no.
- Expired — the offer lapsed.
Writing one that gets accepted
- Itemise enough that the price makes sense, not so much that it invites line-by-line negotiation.
- Put anything conditional in Terms — what is not included, what would change the price.
- Give it a date the price is good until. Prices that never expire get sat on.
Turning a quote into an invoice
Duplicate the quote and change the type. The line items and buyer details carry over, so the invoice matches what was agreed — which is the whole reason to quote in the first place.
Filtering
The invoicing list filters by All, Invoices or Quotes, and by status. Filter to sent quotes to see what is outstanding and worth a follow-up.
The analytics on the invoicing screen have their own time-range control, separate from the table filters — so you can look at this year’s numbers while working from a list of everything.