Create an invoice or a quote
Thao Nguyen avatar
Written by Thao Nguyen
Updated over a week ago

The quote and invoice modules work in exactly the same way.

You simply need to choose the module you want and then click on "Create invoice" or "Create quote".

The editing page opens, and you can then enter the information. The client's and invoicing address are the only required pieces of information.

You can customize the content of the quote or invoice by adding:

  • Multiple product lines

  • Section title

  • Subtotals

  • Comments

  • Discounts and rebates

Demo video: To be updated

⚡ Note: You can only delete an invoice in draft status. So, review your invoice before changing its status to "In Progress," "Paid," or "Unpaid."

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