Estimates and turning them into invoices
Send a quote, let the customer accept it online, and invoice it in one click.
- Go to Sales → Estimates and click Create New Estimate.
- Add the customer and items, set an expiry date and send it.
- The customer opens it in their portal and accepts or declines it. You are notified either way.
- Open the accepted estimate and click Convert to Invoice. Every line, tax and discount carries over.
Customers get an automatic reminder a few days before an estimate expires.
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