On the left-hand side of your Dashboard, you'll find a 'Quotes' section – here, you can create a quote to send to your Clients. If you haven't created a Client yet, check out this article for a quick walkthrough of creating Clients in Hnry.
- Click 'Add New', and you'll be presented with a screen where you can select the Client to whom you'd like to send a Quote.
- Next, you'll be able to specify Services, quantity, and price (just like you would with an Invoice), as well as indicate an expiry date for the Quote, and add any comments you'd like your Client to know.
- Once you're happy with the way the Quote looks, you can send it off to your Client. Alternatively, you can save the Quote as a draft if you'd like to come back to it later.
- Once your Client has approved the invoice, you can open up the Quote and click the 'Convert to Invoice' button to instantly turn the Quote into an Invoice. From there, you can send the Invoice through to your Client and get Paid!