Quotes can be sent both from the home page and the document page, by clicking the “Create” app in the sidebar, and selecting “Quote” from the appearing launcher.



Making the quote is easy: all you need to do is to select a recipient, fill in quote details, add quote lines and press ‘Send’.



Once the quote is accepted and you have performed the service or delivered the goods, you can convert it into an invoice by locating it in the "Document Manager" app, and clicking on "Create Invoice". An invoice will then be generated with the same recipient and invoice lines as the quote. All you have to do is set the dates and payment methods, and you will be ready to go!