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Quotes and invoices

How do I create and send a quote?

Create a formal quotation with line items, tax rates, and payment milestones, then share it directly with your client.

Step-by-step instructions

  1. 1
    Open Financials and select the Quotes tab.
  2. 2
    Tap New quote in the page header.
  3. 3
    Choose an existing client using the Client picker, or type their details directly.
  4. 4
    Tap Add item to select products or services, set quantities, rates, and GST percentages.
  5. 5
    Tap Send to mark the quote as sent, or tap Save draft to keep editing later.
  6. 6
    Open the quote and tap the Share icon, then WhatsApp to send the secure link, or Copy to paste it anywhere.
Good to know
  • Quotes automatically calculate intra-state (CGST + SGST) or inter-state (IGST) tax based on the client's place of supply.

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