Quotes that turn into invoices

Step 1: Press New quote on the Invoices tab. A quote works just like an invoice — but nothing's owed yet.

Step 2: Mark a line as an Optional extra and your customer can tick it themselves when they view the quote online.

Step 3: Press Email quote and your customer gets a link to read and accept it, right on their phone.

Step 4: When they say yes, press Accepted — draft the invoice, and the quote becomes a ready-to-send invoice.