How to
Send a client a quote for your services
A priced quote, with your scope and fee lines, that the client accepts or declines before you invoice.
- 1
Open the client from Clients and choose New quote. The quote opens with that client already chosen.
Work · Clients → the client → New quote
- 2
Or open Money, choose Quotes & proposals, then New proposal, and pick the client there.
Billing · Money → Quotes & proposals → New proposal
- 3
Describe the scope and add a line for each fee, for example 3 styling sessions at $450 each. Check the total, then choose Save draft.
Billing
- 4
On the saved quote, choose Get the client link and send that link to your client.
Billing
If the quote page says nothing is emailed, copy the link and send it yourself; the client sees the quote only through that link.
- 5
Your client opens the link and accepts or declines. You see their answer on the quote and in your notifications.
Billing
- 6
Once it is accepted, choose Convert to invoice to bill from the same lines, then send the invoice.
Billing
Worth knowing
- A quote charges nothing. Your client pays only from an invoice you send.
- Client sign-offs ask a client to approve something you describe; they carry no price lines. Use a quote when you need a price agreed.