The Quotes & Invoices module is your complete billing command center, managing the entire financial lifecycle from initial customer quotes through job conversion, invoicing, and payment collection.
Key Capabilities
| Feature | Description |
|---------|-------------|
| Quote Creation | Build detailed quotes with products, services, rental durations, and custom pricing |
| Job Conversion | Transform accepted quotes directly into scheduled jobs |
| Invoice Generation | Create invoices from quotes, jobs, or as standalone documents |
| Payment Collection | Accept payments via Stripe integration or record manual payments |
| PDF Documents | Generate professional, branded PDFs for quotes and invoices |
| Draft Management | Save work-in-progress quotes and invoices to resume later |
Navigation
Access the module from the main navigation menu under Quotes & Invoices.
Module Structure
The module uses a tabbed interface with three main sections: