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KnowledgeBase
Quotes & Invoices
Creating professional quotes, converting them to invoices, and tracking payment status.
Introduction to Quotes & Invoices
How Quotes, Invoices, Products and Payments work together, the workflow, and where to find them.
Set Your Home Currency
Choose your organization's home currency and number format — a one-time, permanent setting that applies across the CRM.
Managing Your Products Catalogue
Build your price list: product name, SKU, unit price, cost, default tax and status.
Set Up Online Payments: Stripe & Razorpay
Connect a payment gateway, configure keys and webhooks, and go live.
How to Create and Send a Quote
Create a quote, add product line items with discounts and tax, and send it to your customer.
The Customer Quote View: Accept & Reject
What customers see when you send a quote, and how they accept or reject it online.
Convert a Quote to an Invoice
Turn an accepted quote into an invoice in one click — what carries over and the rules.
How to Create and Manage Invoices
Create invoices from a quote or scratch, understand statuses, send them and share a pay link.
Getting Paid: Record & Collect Payments
Collect invoice payments online or record manual/partial payments and refunds.
Invoice Actions: Mark Paid, Refund Payments & Share Payment Links
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.
