Quotes & Invoices

How Quotes, Invoices, Products and Payments work together, the workflow, and where to find them.

Choose your organization's home currency and number format — a one-time, permanent setting that applies across the CRM.

Build your price list: product name, SKU, unit price, cost, default tax and status.

Connect a payment gateway, configure keys and webhooks, and go live.

Create a quote, add product line items with discounts and tax, and send it to your customer.

What customers see when you send a quote, and how they accept or reject it online.

Turn an accepted quote into an invoice in one click — what carries over and the rules.

Create invoices from a quote or scratch, understand statuses, send them and share a pay link.

Collect invoice payments online or record manual/partial payments and refunds.

Every action on an invoice explained: record a payment, mark it paid in full, refund a payment, copy a public pay link, send it by email, and record the customer's accept or reject decision.