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Issuing and Customising a quote or invoice

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Written by Sparky Admin
Updated over 3 years ago

Invoice status - starts in draft mode then is approved (is there any point to draft mode anymore?).

You can issue a quote or invoice by:

  • emailing it to your customer:

    • quotes allow customers to accept the quote and add comments via the emailed link: ***link to customer acceptance of quote

    • invoices allow customers to pay via the link provided you have Customer Payments (link) setup.

  • Downloading the quote as a PDF.

  • Printing the quote.

There are a number of options for document layout in settings and you can also choose to customise a quote or invoice at the point of issuing it.

*screenshot customise quote

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