Quotes and invoices
Quotes, invoices and payments
From accepted quote to invoice, then to recorded payments: one flow, with the amount outstanding always in view.
What this page covers
- Service catalogue and detailed quote lines
- Discounts, VAT, deposits and PDF quotes
- An accepted quote becomes an invoice
- Invoice lifecycle, due dates and PDFs
- Part or full payments and amounts outstanding
- Send invoices and follow the email status
- Electronic invoicing inside the invoice flow