f you need to send a client a quote before starting work, you can use the Quotes (or Estimates) feature.
- Navigate to Sales > Quotes or Estimates.
- The process is identical to creating an invoice:
- Select a client.
- Add your line items, descriptions, and prices.
- Save and send the quote.
- Converting a Quote: Once the client accepts your quote, you don’t have to re-do the work! Just open the quote and click a button that says Convert to Invoice. This will automatically create a new invoice with all the same details, which you can then send to your client for payment.
