Quotes & Invoices
Learn how to create, send, and manage Quotes and Invoices.Quotes
How to create a Quote
Quotes allow you to present pricing and service details to clients for formal approval.
Check Quote Status
Track whether quotes are pending or have been successfully accepted.
Generate an Invoice from a Quote
Once a quote is accepted, you can generate and send an invoice directly from the quote.
Add a Quote to the Calendar
Adding a quote to the calendar helps with scheduling and visibility.
Quotes for Recurring Services
If the quote is intended only for approval and the service will recur, it is recommended to create a booking. This will automate recurring workflows.
Invoices
Invoices
Invoices are used to bill clients for approved quotes or services.
Check Invoice Status
Track whether invoices are pending payment or have been successfully paid.
Resend an Invoice
Resend an invoice email if the client did not receive it or needs another copy.
Mark an Invoice as Paid Manually
Manually update an invoice to paid status when payment was collected outside the standard invoice flow.
Delete an Invoice
Remove an invoice that is no longer valid or was created by mistake.