Quote
A price proposal. Looks like an invoice but books nothing until the customer accepts and you convert it.
In Solo Superstars
Quotes live under Quotes and share the invoice form, with an optional "valid until" date and no payment link. Convert an accepted quote from its page; the customer and lines carry over.
Example
A $4,800 website quote sits in Quotes for two weeks with no effect on the books; converting it creates a sent invoice that posts revenue.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- estimate
- proposal
- QuickBooks: estimate