create-quote
How to Create a Quote or Estimate in Money Pro
To send a quote in Money Pro, create an invoice normally, click Next, and choose Send as Quote instead of Send. The client receives it as a proposal rather than a payment request. When approved, open the quote and click Next → Save and Send to convert it to a final invoice.
What Is a Quote?
A quote (or estimate) is a price proposal you send to a client before they approve the work. It shows the same information as an invoice — services, quantities, pricing — but it's framed as "here's what it will cost" rather than "please pay this."
Quotes do not trigger payment requests. Once the client approves the scope and price, you convert the quote to a final invoice and the payment request is sent.
Step-by-Step: Create and Send a Quote
Option 1 — From a New Invoice
- Go to Invoices → + New Invoice / Quote
- Fill in client, services, pricing, and dates normally
- Click Next
- Choose Send as Quote (instead of Save and Send)
- The client receives an email with the proposal — it appears as a quote, not a payment request
Option 2 — From a Draft Invoice
- On the invoice dashboard, find a Draft invoice
- Hover over the three-dot menu → click Send as Quote
Converting a Quote to an Invoice
When the client approves and you're ready to bill:
1. Go to Invoices → find the quote in your list
2. Open it
3. Click Next → Save and Send
4. The quote converts to a live invoice and sends to the client as a payment request
Frequently Asked Questions
Do quotes show in my income reports?
No — quotes are proposals only. They don't affect your income, P&L, or tax reports until they're converted to invoices and marked as paid.
Can I edit a quote after sending it?
Quotes, like invoices, can only be edited in Draft status. If you've already sent the quote and need to change something, archive it and create a new quote, or contact the client about the change and create a revised quote.
What's the difference between a quote and an invoice in Money Pro?
A quote is a price proposal — sent before the client commits. An invoice is a payment request — sent when the work is done (or when payment is due). Both use the same format, but quotes show "Quote" instead of "Invoice" at the top of the document.