Quotes and Invoices
Create, send and track quotes and invoices, convert quotes into invoices, and set up taxes, numbering, branding and packages.
By George1 author8 articles
- What are Quotes and Invoices?Learn how Quotes and Invoices in Makula help you price, send and track commercial documents sent to your customers.
- Create and Manage QuotesLearn how to create a quote, add line items, parts and packages, and link a work order in Makula.
- How Quote and Invoice Pricing Is CalculatedLearn how markup, discount and taxes are applied to line items and totals in Makula.
- Create Invoices and Convert QuotesLearn how to create an invoice or convert a quote into an invoice in Makula.
- Send a Quote or InvoiceLearn how to email a quote or invoice to your customer, download a PDF and preview what your customer sees in Makula.
- Approving Quotes and Requesting Changes as a CustomerLearn what your customers can do when they open a quote or invoice from the unique link in Makula.
- Quote and Invoice StatusesLearn what each quote and invoice status means and what you can edit in each status in Makula.
- Quotes and Invoices SettingsLearn how to configure sender details, taxes, numbering, branding and packages for quotes and invoices in Makula.