Quotes¶
Send quotes for potential work and turn them into invoices when your customer accepts.
Creating a quote¶
Quotes work much like invoices:
- Navigate to Quotes in the sidebar.
- Click New Quote.
- Select a Customer.
- Add line items with descriptions, quantities, units, and prices.
- Set a Valid Until date.
The valid-until date fills in automatically from your default quote expiry, which you can set in Settings → Invoices.
Sending a quote¶
Click Send to email the quote to your customer as a PDF. You can preview the PDF first. Only draft quotes can be edited, so once a quote is sent, use Undo Sent to move it back to draft if you need to make changes.
Accepting a quote¶
When your customer accepts, open the quote and click Accept. This:
- creates a linked invoice, pre-filled from the quote and with its due date set from your default payment terms, and
- marks the quote Accepted.
Only a sent quote can be accepted or rejected. Once a quote is accepted, rejected, or expired, it is final.
Quote statuses¶
| Status | Meaning |
|---|---|
| Draft | Not yet sent. Editable. |
| Sent | Emailed to the customer. |
| Accepted | Accepted, with a linked invoice created. |
| Rejected | Declined by the customer. |
| Expired | Past its Valid Until date. |
A sent quote is shown as Expired automatically once it passes its Valid Until date. It is not a status you set.
Other actions¶
- Duplicate: create a copy of a quote to reuse its details.
- Undo Sent: revert a sent quote to draft so you can edit it.
- Reject: mark a sent quote as declined.
Bulk actions¶
Select several quotes at once to send them by email, download them together as a ZIP, or delete them. Bulk delete skips any Accepted quotes, since those are linked to invoices.