When you create a sale, you can save it as a quote. This quote can then be downloaded as PDF or directly emailed to the customer.
Have a look at similar frequently asked questions or visit our FAQs page for more information
What happens at the end of my free trial?
How Tax Rates Apply to Sales Orders?
Can I organise the procedures/services that I provide to patients?
What is the process when there is an enquiry from a potential customer?
How do I connect TidyClinic to Xero?
