How to make a quote and turn it into an invoice

A quote is made just like an invoice, but your client accepts or declines it from a link. If they accept, you turn it into an invoice with one tap. You’ll find them in Books → Quotes.

How to make one

1. In Books, tap + and choose Create quote
2. In Who is the quote for?, pick the client from your list and tap Continue
3. In What are you quoting?, add the lines with their description, quantity and price
4. In Details, check the VAT % and the Valid until date (30 days by default)
5. In Summary, the number says Assigned when saved. Tap Send invoice · total to send it (the button says “invoice”, but it sends the quote) or Save draft

You’ll see Quote sent. Your client gets an email with a link to a page where they can accept or decline it, and you get a notification when they answer. You don’t need Stripe to send a quote, but the client does need an email.

The statuses

• Draft and Sent: no answer yet
• Accepted or Declined: your client has answered. If they told you by phone, open the sent quote and tap Mark as accepted or Mark as declined
• Expired: the Valid until date passed without an answer. If you edit it with the pencil (Edit quote) and give it a new date, it goes back to draft
• Invoiced: you’ve already turned it into an invoice

Turn it into an invoice

1. Open the quote in Books → Quotes
2. Tap Turn into invoice. You’ll see Draft invoice created: and its number
3. Go to Books → Invoices, check it and send it

With Share link you can send the quote by WhatsApp or text message. A declined quote can’t be converted, and one that already has an answer can’t be edited. Delete quote removes it, unless it has already been invoiced.

To send the resulting invoice, follow how to create and send an invoice; for its statuses, invoice statuses explained. If something doesn’t work, write to us from Settings → Support → Contact support or at support@aiden.es.