The steps at a glance
1In the menu on the left, tap Payments. On a phone, tap the ☰ menu button at the top first.
3Tap Find a customer. Add lines with Add a line or Pick from price list.
4Tap Save & send. We email it, and you can also Copy link or send it by WhatsApp.
5When they tap Accept quote, open it and tap Turn into invoice.
✅ How do I know it worked?
- The quote moves to Quotes with status Accepted.
⚠️ Common mistakes
Problem“Couldn't email it: share the link instead”.FixConnect email in Settings, or tap Copy link / WhatsApp.
