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Bills

Quotes

Send a price. Turn it into an invoice when the customer agrees. Do not type the bill twice.

  1. Open Quotes and create one. Pick the customer and the lines.
  2. Print it, or email the PDF. See Email and secure link.
  3. When they accept, convert the quote to an invoice. The lines come across. You do not retype them.
A quote with the action that converts it to an invoice
A quote with the action that converts it to an invoice

A quote is not a sale. Stock moves when the invoice or the POS sale is completed, not when the quote is saved.

Next: Invoices.