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Quotes and Invoicing
Manage your invoicing with ease, from creating and sending invoices to tracking payments. Everything stays connected to your projects so nothing is missed.
Quotes and invoices help you manage the financial side of a client Project. A quote sets out proposed work and pricing before the client commits. An invoice requests payment for work or products be...
Contracts help you record the terms your client is agreeing to and keep that agreement connected with their details in Workspace. Before you begin Prepare the wording you need for the service you a...
An invoice template gives you a reusable starting point for services you bill regularly. It is separate from the gallery price list and shopping cart used for online gallery sales.Open invoice temp...
Invoices sometimes need follow-up or correction after they have been created. The right action depends on whether the invoice is still a draft, has been finalised, has received a payment, or should...
Workspace uses invoice statuses to show what is still owed and what needs attention. Keeping payments up to date makes the Invoices list, Projects and client records more useful.Common invoice stat...
