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Pricing & money · Guide 8

Send a service quote

Send a client a price to approve before you book them in — ideal for custom or per-client pricing.

For
Custom-rate pros
Time
~2 min
Before you start
A client on file
  1. 1

    Open Invoices → + New invoice, choose the client, and add your line items and price.

    Send a service quote — step 1
  2. 2

    Click Save as quote (instead of Save & issue). It's saved under the Quotes tab.

  3. 3

    Share the quote link — the client reviews it and accepts the price on a simple public page, no login.

  4. 4

    Once accepted, finalize it into a booking and invoice. The total stays exactly what the client agreed to.

You're done

The client agreed the price up front, so there are no surprises — the booking and invoice match the accepted quote.