Find a quote or an invoice

Quotes in the sidebar lists everything you've quoted, newest first, with the quote number, the job, the customer, the amount and the status.

Filter by Draft, Sent, Accepted, Declined, Cancelled or Expired using the tabs across the top.

Tap any row to open it. You'll see the customer's details, the dates, the Reference, every line item, the subtotal, GST and total, and your payment terms.

Invoices work the same way. Get to them from View all invoices on the Activity page.