About Quotes

When creating an official invoice is not an option, you can provide your client with a quote that can be later converted into an invoice.

Customizing Quotes

Invoices in Blesta can be customized under Settings > Company > Billing/Payment > Invoice Customization. You can change the following:

  • Quote Format
  • Quote Start Value
  • Quote Increment Value

Creating Quotes

Some notes about creating invoices:

  1. Multiple line items may be added by clicking the "Add" link next to a line item. A new line item will appear below the one selected. 
  2. Line items may be re-arranged by drag-n-drop.
  3. Setting the "Date Expires" will cause the quote to be invalid and not able to be approved by the client after that date.
  4. When creating a new quote, your work is saved periodically as a draft. In the event of a browser crash, the quote can be recovered under drafts.

Once created, quotes can be approved by the client:

After being approved, one or two invoices can be created from the quote


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