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Details of Quotes and Invoices Created (Clients)

Details of Quotes and Invoices Created (Clients)

When you do your bookkeeping, you will naturally want to invoice your clients for your services.

To show the Client invoices page:

  • Point to the Clients' arrow and select Client invoices from the list.

The Client quotes & invoices page opens with a list of all the quotes and invoices that have been created in your platform:

  • Click on Select to see the detailed page of the quote or invoice
  • Click on the pointing down arrow next to Select if you want to Edit cost or go to the Cost page of the project.
  • The purple icon is there to show you that a quote has been attached. Click on the icon to download the original document.
  • The green icon is to show you that an invoice has been attached. Click on the icon to download the original document.

Note: You can also have access to this page by pointing to My company and clicking on Invoices-clients.

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