Sales & Account

Create quotes, invoices, and customer follow-up

Quote, convert to order, invoice, and follow up with customers using manual, previewed messages.

5 min read

1. 1

   Create a customer, then a quote with line items pulled from your products and costs to make.

2. 2

   Email the quote or copy its link. When the customer accepts, convert it to an order and plan production from it.

3. 3

   Invoice from the order; mark invoices Paid or Fulfilled to post inventory and revenue correctly.

4. 4

   Send customers a previewed, manual follow-up message — you confirm each send; nothing is auto-mailed.

5. 5

   Send the invoice link. Customers pay you directly using the payment link or instructions in Settings, then you mark it paid.