How do I create a quote?¶

A quote works just like an invoice, but it's an estimate you send before any money changes hands. When the customer accepts it, you can turn it into an invoice with one click.

Step 1. Go to Invoicing and open the Quotes tab, then click Create Quote.

Step 2. Fill in the Customer, line items and totals — it's the same form as an invoice, except the dates are Quote Date and Expiry Date.

Step 3. Click Save & Send to email the quote, or save it as a draft.

Step 4. When the customer agrees, open the quote (or use the row menu) and choose Mark as Accepted.

Step 5. Click Convert to Invoice. myaccountant creates a new Draft invoice with all the details copied across; the original quote stays marked Accepted.

Quotes move through these statuses: Draft → Sent → Accepted, or Expired if the expiry date passes.

Related guides¶

• How do I create an invoice?
• How do I send an invoice?
• How do I manage line items?