For businessesStep-by-step guide
Prepare and review quotes and invoices
Create itemized client documents, review the total and terms, and track responses and recorded payments.
Open this feature
Business sign-in and the appropriate permissions may be required.
On this page
When to use it
You need to describe proposed work and pricing or review what a client owes on an invoice.
How to use it
- Choose Quotes or Invoices, select the intended client, and enter a document title.
- Add item descriptions, whole-number quantities, USD unit prices, and any applicable discounts and tax. Review the estimated total, which includes the entered discounts and tax.
- Write the terms and review the complete document before creating it. Recheck the saved client, items, and total before sharing.
- Use the sharing or email controls available for that document and account. Keep private links limited to their intended recipients and review any sending result.
- Return to the document to check response and payment status. Record an outside payment only after receiving it; check the existing records before trying a payment action again.
What to know first
- The editor supports 1 to 50 item lines and whole quantities from 1 to 10,000. Use the price and tax fields for the values applicable to your transaction.
- Creating or sharing a quote or invoice does not by itself reserve an appointment or confirm received money. Scheduling, client responses, and payment records are separate steps.
- Available actions depend on document status, account access, and provider readiness. Provider acceptance does not prove settlement or message delivery.
How it connects
Quotes and invoices belong to the chosen client. Linked service or appointment information provides context; check those records when work or scheduling changes.
A useful habit
Example prices: two items at $100 total $200 before discounts or tax. Confirm those adjustments and the final amount before sharing the document.