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.

Add columns to the Quoted Items and Invoiced Items tables that fill themselves from the selected product, such as SKU, and appear on the downloaded PDF. Plus the new rule that every quote and invoice is linked to a contact, company or deal.

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.