Close a sent quote when the customer declined so your pipeline stays accurate.
Rejecting updates the quote status so you know not to convert or follow up on that proposal. See how to accept a quote and how to create and manage quotes.
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Use the invoices list to search, filter by status, and open the invoice you need to review or follow up.
Read articleStart a new invoice from the invoices area, complete the client and line items, and save or issue it when you are ready.
Read articleOpen the invoice editor, choose a client, add lines, and save a draft before issuing.
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