Quotes

1 min readUpdated 19 Aug 2026

Quotes sit in the sales path next to invoices. Same GST treatment, same customer, same send path — convert when they accept.

Status

This is later in the build, not a tease on the homepage. You can still invoice today. Quotes will convert in one step when they ship.

Accept it tonight, invoice is waiting in the morning.

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Customers and suppliers

Contacts with the history that invoices and bills hang off.

Creating your first invoice

Draft, approve, and understand invoice numbering and GST.

The customer’s online invoice page

What your customer sees when you share an invoice link.

Recording invoice payments

Mark invoices paid via bank matching or manual payment entry.