Create and send quotes and invoices

Build a PDF, convert quotes, email it.

Create a quote or invoice

1. Open Invoices & Quotes › Create New Document.
2. Choose the company you bill from and the type: Invoice or Quotation. The number is filled in for you (INV- or QUO-) and can be changed.
3. Pick a saved client or type the client details.
4. Add lines: choose a saved item or type a description, quantity and price. Use + for more lines.
5. Check the VAT rate (15% by default; set 0 if you are not VAT registered).
6. Click Create & Save to Vault. The PDF is created and saved.

Convert a quote to an invoice

When the client accepts, click Convert to Invoice next to the quote, check the details and click Create & Save.

Email it

1. Click the envelope icon next to the document.
2. Enter the client's email. The subject and message are filled in; invoices with online payment include the pay link.
3. Click Send Email. It is sent from your own mailbox with the PDF attached.

Signature on a quote

To have a quote signed, go back to the file vault, open the Invoices & Quotes folder and click the pen icon on the quote PDF (see E-signatures).