Quotes
Give a customer a price before the sale, then turn the accepted quote into an invoice in one step.
- Go to Sales › Quotes and choose New quote.
- Add the customer, the lines and how long the quote is valid — the same way as an invoice.
- Revise it as often as you need; earlier versions are kept.
- When the customer accepts, choose Convert to invoice. The customer, lines and PO number carry across.
Quotes don't touch your books. Nothing posts until the invoice does.
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