Quotes (also called estimates or proposals) let you give clients a price before the work starts. When they say yes, you can convert the quote to an invoice instantly.
Step 1 — Open Quotes and Click "New Quote"
Click Quotes in the left navigation, then click + New Quote.
Step 2 — Select the Client
Choose the client from the dropdown — or add a new one on the spot.
Step 3 — Add Line Items
Exactly like an invoice — add a description, quantity, and unit price for each item. GST is calculated automatically if applicable.
Step 4 — Set an Expiry Date (optional)
Set a date after which the quote is no longer valid. This encourages clients to make a decision promptly.
Step 5 — Send the Quote
Click Save & Send to email the quote directly to your client, or download the PDF and send it yourself.
Step 6 — Convert to Invoice When Accepted
Once the client approves, open the quote and click Convert to Invoice. All line items, amounts, and client details copy across automatically. Review, set a due date, and send.
Tip: Mark quotes as Accepted or Declined to keep your pipeline organised and know which jobs are coming up.
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