Creating a quote and activated it
The quote system can be used for bigger jobs to send estimation to a client but can be useful on a daily base, instead of ordering or invoicing, you can work with quotes. When you are ready you can transfer it and send it as an invoice to your client. You can add deliverables to your quote, which gives you the possibility to add multiple services and appointments.
The first step is to open Dashboard and click invoices
Click on add
Search for your client
In the quotes dashboard, enter the information that will go on your quote
The product section will be for the services or products you will provide
When you are finished click on save
You can verify your quote if you need to you just have to click Display
If not activate the quote
You can change your quote if you need by clicking on create a revision
When you are ready you can convert your quote into an invoice.