Quotes and invoices
Create and send quotes, let buyers pay or approve them from a link, and manage invoices from draft to paid.
Updated November 10, 2026
Who can use this: Roles with the manage permission for quotes or invoices. Sending needs the send permission for that resource.
Price a deal in a quote, get it paid or approved online, and keep invoices for what you bill later.
Create a quote
Open Commerce, then Quotes.
Click Create quote.
Pick the Customer and the Currency.
Add line items. You can reference a product to fill in its name and price, or type a line by hand.
Optionally set Expires at, a Customer note and an Internal note.
Click Create quote. It starts as Draft.
Customers can also request a quote from your site when an offer has Require a quote before commitment turned on. Those quotes start as Pending review so you can price them first.
Set the terms and send
Open the quote and add any Discount or Tax rate under Adjustments.
Under Payment terms, choose when the buyer pays: pay in full, a deposit percentage, or invoice later.
Click Send (Send priced quote on a requested quote).
The customer gets an email with a PDF and a link to review the quote. You can edit a quote only while it is a draft or pending. The Internal note stays editable at every status.
What the buyer does
The link opens a page with your logo, the quote lines and a locked form with the buyer's details. It does not need a published website. The button depends on your terms: pay the total, pay the deposit, or approve with no charge. When the buyer completes it, the quote becomes Converted and an order is created at the quoted price.
Track a quote
Draft and Pending review: still being prepared.
Sent: waiting for the buyer. You can also click Convert to order yourself.
Converted: the order exists and is linked to the quote.
Declined: closed. Click Decline on a draft, pending or sent quote.
Expired: past its expiry date. The buyer's page no longer accepts it.
Use Print or PDF to get a copy at any time.
Create an invoice
From scratch: open Commerce, then Invoices, and click Create invoice. Add a customer, line items and a due date, then click Create draft.
From an order: open the order and click Generate invoice.
Automatically: when an offer uses Invoice (Net terms), checkout creates the invoice.
Invoices made from an order or at checkout are emailed to the customer with the PDF attached.
Manage an invoice
Edit draft: change a draft's company details, due date and notes.
Send or Resend: marks the invoice as sent and emails the customer with the PDF attached.
Mark as paid: records a payment you received elsewhere and updates the linked order. It does not charge the customer.
Write off: moves an unpaid invoice to Uncollectible.
Void: cancels the invoice. A paid invoice cannot be voided, and a voided invoice cannot be sent or paid.
A sent invoice shows as Overdue after its due date.
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