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Quotes, invoices & budgets
Billing turns planned work into a client proposal and then an invoice, with budgets tracking what the job costs you.
The pipeline
- Budgets: add lines by hand, from the service library, or from scheduled shifts.
- Quotes: push budget lines into a quote, then send it as a branded PDF.
- Invoices: convert an accepted quote, record payments, and email the client.
- Service library: reusable items with cost, price, and tax.
Full guide
Billing
Quotes, invoices, budgets, and the service library.
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