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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 this week

This feature is available on all Goodshuffle Pro Plans.

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.

If you're on a Lite plan and trying to move a project forward before it's been signed, the manual option will be disabled.


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