Quotes & credit notes – BunnyDoc Docs

Send quotes, turn them into invoices, record credit notes, and automate recurring billing.

Quotes let you send a price estimate before you bill, credit notes record a reversal against an invoice, and recurring invoices generate your regular bills automatically. This section walks through each one.

Create a quote

Build and save a quote for your customer.

Convert a quote into an invoice

Turn an accepted quote into a live invoice.

Create a credit note

Record a reversal against an existing invoice.

Issue a credit note

Finalize a credit note and notify the customer.

Set up a recurring invoice

Bill a customer automatically each month.

Manage recurring invoices

Generate now, pause, resume, or cancel a schedule.