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Create invoices and quotes

Prepare draft invoices, quotes and estimates for bigger orders, customise how they look, and turn them into sales when the customer agrees.

4 min Intermediate

For bulk or business customers, a quote or invoice looks professional and avoids disputes about price.

4 steps

Send a quote

  1. Open Invoices and tap New

    Choose Quote, Estimate or Invoice.

    TapHomeInvoice

  2. Add the customer and products

  3. Set validity and terms

    For example “Valid for 7 days. 50% deposit.”

  4. Share it

    When the customer agrees, convert it into a sale with one tap.

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