Creating a quote and activated it

The quote system can be used for bigger jobs to send estimates to a client but can be used daily. Instead of ordering or invoicing, you can work with quotes. You can transfer it and send it as an invoice to your client when you are ready. 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

Select quotes. Search for your client. Then  Add

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 the eye icon to Display. If not, activate the quote.

You can change your quote if you need to by clicking on create a revision

When you are ready, you can convert your quote into an invoice.

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