Quotes
Sales › Quotes.
- Select + New quote, choose the Customer, set the Quote number, Issue date and Valid until, add lines and Notes.
- Send it. The customer receives the quote with a link to accept or decline it online.
- When it is accepted, select Convert to invoice to create the invoice with the same lines.
You can also Download PDF or Delete a draft.
| Status | Meaning |
|---|---|
| Draft | Not yet sent |
| Sent | With the customer |
| Accepted | The customer accepted online |
| Declined | The customer declined |
| Expired | Passed its Valid until date |
| Converted | Turned into an invoice |
A quote does not affect your books. Only the invoice you create from it does.