Quotes

Create quotes, then invoice the agreed work.

Prepare quotes with your products, rates and branding. Send the proposal and reuse its details for invoicing. Quotes and deposit invoices are included in Starter.

  • A clear proposal
  • Agree a deposit
  • Settle the balance
Quotes

Create quotes, then invoice the agreed work.

  • A clear proposal
  • Agree a deposit
  • Settle the balance
Developed by accountants
01

A clear proposal

Record the work, quantities, prices and terms. Use your own numbering and layout to make the agreement clear.

02

Agree a deposit

Create a deposit invoice from the quote using a percentage or fixed amount. See what has already been invoiced before creating the next invoice.

03

Settle the balance

Convert the quote into a final invoice with earlier deposits deducted. Review the lines and send it from the same accounts.

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