Quotes, acceptance and converting to an invoice
Send a quote, let the client accept it online, turn it into an invoice.
- Quotes → New quote. Set a "valid until" date and the lines.
- Send. The email carries an Accept button; a client who accepts or declines online is recorded on the quote and you are told on the bell.
- Convert creates a draft invoice with the same lines, marks the quote Accepted, and links the two. A quote converts once.
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