Choose the document that fits the next step with your customer.
1. Use an invoice to request payment
Open Invoicing → Invoices → New Invoice for an amount you are billing to a named customer. Save a draft and review it before issuing it.
2. Use an estimate to quote
Open Estimates for a simpler quote with line items, prices, validity, and customer approval. Convert the accepted estimate when it is time to invoice.
3. Use a proposal for a detailed offer
Open Proposals → My Proposals for a designed offer with pages, scope, terms, choices, and signatures.
4. Use a payment link for a reusable offer
Open Invoicing → Payment Links when several buyers should be able to purchase the same package. Each completed purchase has its own invoice.