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Quotes & invoices

What it is for​

Quotes & invoices creates, sends and tracks your quotes and invoices for leads, with or without a car. A quote can be finalized in Stripe so the customer can view and pay it online.

Access​

  • Menu: Documents › Quotes & invoices (/dashboard/documents/quotes).
  • Requires the Documents module on your team.

Steps​

  1. Open Documents › Quotes & invoices (page title Quotes and invoices). Switch between Quotes and Invoices.
  2. Read the KPIs, such as Pending quotes and Unpaid invoices. Use the search ("Search by number, lead, email or phone…") and filter by status.
  3. Click New quote:
    1. Select the Lead (or + New lead).
    2. Pick the Related car (optional), or create a Quote without a car for a general service.
    3. Add service lines: description, quantity, unit price, tax rate. Add a Discount if needed.
    4. Set the Currency, Valid until date, payment terms and notes.
    5. Optional: switch on Generate with Stripe.
    6. Check the PDF preview, then Save draft or Save and send.
  4. From a quote, use Send, View PDF, Edit, accept or decline it, or Create invoice.

Good to know​

  • Statuses: Draft, Sent, Accepted, declined, expired, cancelled; invoices are issued, Paid or void.
  • One invoice per quote: creating a second one shows "Invoice N already exists for this quote."
  • With Stripe, the quote is created and finalized in Stripe after saving.
  • Totals show the subtotal excl. tax and the total incl. tax.

Common issues​

"Please select a lead before continuing." Pick a lead first; a quote always belongs to a lead.

"Please fix the highlighted fields in the service lines." Each line needs a description, a quantity above 0, a price of 0 or more and a tax rate between 0% and 100%.

"Unable to create Stripe quote". Check the Stripe connection, then save again.

"Please allow popups to view the PDF." Allow pop-ups for Steer Autos in your browser.

See also​