We have released a new feature for Billing Boss.  You can now save quotes (or estimate as some people call it). This is a popular request from our users. 

You might have noticed a new button that says Create New Quote at the top of the screen. See below.

Click on it will take you to a new quote page like this. It looks very similar to the new invoice page. You can enter a quote number for your reference. Fill in the rest of the details and you can save it. You can send a quote or save it as a PDF similar to what you can do with an invoice. 

Once a quote is saved, you can find it in the invoice list page which has been renamed Invoices and Quotes (the first page you see once you logged into Billing Boss).

You can convert a quote into an invoice. This means that your customer has accepted your quote and wishes to purchase service or product from you.  You can click on the convert into invoice link in the quote list. Another way to convert a quote into an invoice is when you are viewing a quote. Click on the quote in the quote list to see the quote. On the left side of the page, you can see a list of options. convert into invoice is one of the options as illustrated below.

That is it. Simple enough?

If you have any questions, you can contact us through our forum  , twitter or email info@billingboss.com

Richard Zhou

The Billing Boss Team