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How can I send my client an invoice instead of a quote?
How can I send my client an invoice instead of a quote?

Here's how the flow of a project works so you can send your client a quote or an invoice.

Colin Connor avatar
Written by Colin Connor
Updated over a month ago

When you're first working on a project and you click 'Send to Client' you will be sending the client a Quote.

As soon as your client signs the Quote it will become an Invoice.

If you'd like to send your client an Invoice, you can manually mark the project as signed (Article), then click 'Send to Client'. Your client will then receive an Invoice.

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