Send a quote, and turn it into the invoice QUOTE
Your details once, your clients once, then a quote is a client, a few lines and how long it stands for. The PDF is drawn here, and an accepted quote becomes the invoice in INVOICES.
Quotes
New quote
newA client, the lines, and how many days the price stands. Save the PDF to send it.
Your details
These go at the top of every quote, and are taken from INVOICES if you have filled them in there.
Clients
Export, backup and delete
The CSV is the list. The JSON is everything, and restoring it adds what is missing.
How it works
QUOTE is for sending a price before the work starts and turning it into an invoice once it is accepted. A quote is a fixed price; an estimate is a best guess. Mark a quote accepted and it becomes an invoice with the next invoice number. The PDF is drawn on your device and nothing is sent anywhere.
Doing this often? OBSCURA Books turns accepted quotes into invoices and keeps them in the books, with VAT and aged debtors. On its own, US$4 a month; with everything else, US$9 a month or US$79 a year. 7 days free.