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Billing tutorial
Send a quotation and turn it into an invoice
Agree the price first, then invoice without typing everything again.
Available on: Every plan (one-click conversion: Business and above)
- 1
Create the quotation
Open Sales → Quotations, pick the customer, add items and click Create Quotation.
- 2
Send it
Print or share it with the customer, then click Mark as Sent.
- 3
Record the answer
Click Mark as Accepted or Mark as Rejected when the customer decides.
- 4
Invoice it
On an accepted quotation, click Convert to Invoice.
Follow along in the live demo
Same screens, with sample data. No signup.
More tutorials
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