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Once you have created a service order for your client, you have the option to send them a quote.
Quotes look a bit like invoices but they are not invoices. Producing a quote is an optional stage in the billing cycle. For example, you probably wouldn't send a quote to a regular dog walking client - they already know what your service is going to cost, but you might send a quote to a new boarding client who is booking a 2 week holiday to confirm how much their service will be.
Sending a quote to your client can be useful if you want to confirm that you have their service requirements recorded correctly including:
The service start date
The service end date
The required type of service
Service start and end times (such as pick up and drop off times if relevant)
Special instructions you might have been given
The price. A quote is a good way to confirm the total price your client will be required to pay for any service.
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An explanation of what the columns mean that appear on the quote details screen.
An explanation of how changing the payment type affects the payment due date of the invoice when it is raised.
An explanation of what the columns mean that appear in a service order.
An admin note can be added to a quote or an invoice as a reminder to take some action, for example.
How to raise an invoice but without sending a copy to the client.
See how to raise an invoice with the option to email a copy of it to the client.