Quotations & invoices

The money-in side of the ledger: quotations that become invoices, and the supporting documents that go with them.

Quotations

Create, track and convert quotations under Admin → Quotations (/dashboard/quotations).

Create — add a quotation with line items, a client, prices and optional attachments.
Search & filter — filter by status, client, date range; sort any column.
Statuses — draft, sent, accepted, declined, expired and overdue.
Overdue tracking — quotations past their validity date are flagged with a badge in the sidebar.
Convert to invoice — one action turns an accepted quotation into an invoice, copying line items and client details.
Duplicate — reuse a quotation as the starting point for a new one.
Email — send the quotation by email using the built-in templates; clients can view it via a shared link.
Public share — quotation share links can be opened by clients without signing in.

Manage the full invoice lifecycle under Admin → Invoices (/dashboard/invoices).

Regular and recurring invoices — tabs separate one-off invoices from recurring ones.
Create — line items, client, payment terms, attachments.
Statuses & stats — draft, sent, paid, partially paid, overdue; the page shows summary cards and overdue badges.
Record payments — payments attach to an invoice and appear in the transaction ledger.
Email invoices — send via built-in templates with a public view link.
Convert to credit note — reverse an invoice into a credit note when needed.
PDF — download the invoice PDF for your records or the client.
Invoice documents tab — attachments, delivery notes and related documents per invoice.

One page powers five document types (Admin → invoice documents, switched by type):

Document	Used for
Delivery note	Proof of goods delivered with a job
Purchase order	Ordering stock from suppliers
Pro forma invoice	A price commitment before the real invoice
Credit note	Returning money or goods after an invoice
Supplier list	A directory of your suppliers as a document

Each document can be generated, emailed to a client or supplier, and downloaded.

Quote → invoice: quotation accepted → convert → invoice sent → payment recorded.
Invoice → credit note: overcharge or return → convert to credit note → refund pipeline (see Banks, loans & refunds).
Stock-aware quoting: quotations can be priced from real stock levels (see Products & catalog).