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New Quote

Build a customer quote with validated line items.

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Line items

Item 1
Item 2
Item 3

Billing schedule

Choose when the customer will be invoiced for this work.

You will invoice part of the total now and the rest later.
Step Billing point name Trigger Percentage or amount Due date / trigger condition Status Invoice Actions
1
Created after save Reorder by step number
2
Created after save Reorder by step number
Edit billing point values directly in the table before saving.
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