How to video:
Step by step walkthrough:
You are able to generate and send a quote to your clients. Once they accept this quote, you can convert and send a follow up invoice by following these simple steps:
- Navigate to the 'Business' tab at the bottom of the screen
- Click on 'Quotes'
- Swipe left on the quote you would like to convert to an invoice
- Select 'convert to invoice'
- Select 'Save & Send' to send the invoice to your client
Before sending the invoice you may want to:
- Instead of sending the invoice to your client, you can select "Paid by Cash" if the invoice was paid in cash
- You can also "Preview" the invoice before sending
- "Save Draft" to send it later
You can update the information to be included in the invoice after selecting 'convert to invoice'. So there is no need to update a quote manually.