Quotes and invoices

A quote is a formal document that you can sent to a prospective or existing customer or client. It declares the products or services that you intend to sell to them, what the parameters or quantities are and how much you are going to charge for them.


It is best practice to send a quote to every client or prospect before invoicing them, and ensuring that they formally accept your quote.


There are several ways to create a quote, but perhaps the easiest is to click on the red "Create something new" button and then move down the customer tab and click on "Create a Quote."

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