Quotations and invoices, in order

Send a quotation with clear terms

Choose the customer, add your products or services and review quantities, prices and the terms of the work. Save a draft until it is ready to share.

Track the quotation through its workflow so your team can see which proposals need attention and which have been accepted.

Track invoices and outstanding balances

Create invoices for the work you are billing, then record payments against the correct customer and document. Review the remaining balance rather than relying on a separate chat or notebook.

Use customer statements and available credit-note tools when reviewing the account. Check local invoicing and tax requirements for your business before issuing documents.

Make repeat work easier

Use supported recurring-invoice and task-automation workflows for work that repeats. Review schedules, recipients and amounts before enabling an automation.

Keep your team’s document permissions up to date. A shared workflow should make it clear who prepares a document and who is responsible for checking it.

Make the document clear before sharing

Use quantities, descriptions and terms that the customer can understand. A service quotation should explain its scope; a product quotation should identify the actual items. Check the recipient and amount before issuing anything. Your own tax and invoicing obligations still need separate review.

Avoid a confusing reminder

Check the customer statement and payment references before following up. A customer may have paid against a different reference, or a credit note may change the amount. Send a reminder with the correct document and balance rather than relying on an old chat message.