Quotes & credit notes
How do I create a quote?
Build a price estimate for a customer using the same guided wizard as invoices.
A quote is a price estimate you send before you bill. It uses the same guided wizard as an invoice, so if you have created an invoice before, this will feel familiar.
Create a quote
- Open Quotes from the sidebar (under Sales).
- Click New Quote. This opens the same guided wizard used for invoices, with the document type already set to Quote.
- On the Details step, choose the Currency (required) and a Payment term. Set the Issue date and a Valid until date — the date the quote expires.
- On the Bill to & shipping step, pick the customer from your contacts, or choose Enter manually to type a name, email, and phone (this creates the contact for you).
- On the Line items step, add each line with a description, quantity, and unit price. Use the Inventory button to pull details from a saved product, and add per-line discounts or taxes if needed.
- On the Discount & notes step, add any quote-level discount, customer notes, or terms & conditions.
- On the Layout & review step, review the totals and live preview, then choose a layout (Classic, Modern, Minimal, or Bold).
- Click Create to save the quote.
You can also start a quote from the New Invoice button by choosing the Quote document type on the first wizard step — but starting from the Quotes page pre-selects it for you.
Valid until date
The Valid until date must be on or after the issue date. It tells the customer how long the quoted price is good for.
Quotes share the same statuses and row actions as invoices. When a customer accepts a quote, you convert it into an invoice.