Quotes and invoices

Send a quote from a deal, turn it into an order or invoice when the customer agrees, email the PDF and record the payment.

Quotes and invoices in CRM are the same documents as in Ellibo Accounting, so your books and tax reports update straight away.

Send a quote

1. Open the deal and create a quote. The deal's customer and products go straight in. You can also go to Quotes & Invoices and click + New quote.
2. Check the items, quantities, prices and tax.
3. Save, then click Email to send it with the PDF attached. Click PDF to download it.

When the customer agrees

Open the quote and click To sales order or To invoice. Everything is copied in, and the quote shows what it was converted to.

When you invoice from a deal, Ellibo asks whether the deal is won: click Yes, it's won to close it, or Not yet.

Get paid

• Click Record payment on the invoice when the customer pays.
• With online payments set up, send the customer's payment page link (Copy link) so they can pay online. See Online payments.
• Payments received lists every payment.

Automatic payment reminders are part of the Professional plan and above.

The lists

Quotes & Invoices has tabs for Quotes, Sales orders, Invoices and Payments received. Filter by Open, Converted, Void or All.