Help / Pipeline, invoices and calendar
Quotes, deposits and turning a quote into a project
Send a quote, take a deposit when they say yes, and plan the work.
- Go to Money → Invoices & quotes → New and choose Quote. Add your line items and send it. Your client gets a link to read and accept it.
- When they accept, click Turn into an invoice. A draft invoice is made with the same lines. Change the amount to your deposit if you take one, and send it.
- In the Pipeline, mark the job won. Crustomer offers to make it a project with your starter tasks and budget, linked to the client.
- On the project, track what you planned, what's committed and what you've been paid (see “Projects: plan, committed and received”).
Payments go straight to your own Stripe account. Turn on reminders so deposits and balances get nudged for you.
Still stuck? Write to hello@crustomer.us and a person answers.
More in Pipeline, invoices and calendar
- The pipeline: deals, partners and outreachDeals and jobs by stage, company profiles, next steps and ready-to-send messages. For events: sponsors and vendors.
- Invoices and getting paidCard payments go straight to your own bank.
- Calendar, Google Calendar and MeetMeetings, next steps, events and due dates in one place.
- Sync with iPhone and iCloudCrustomer on your iPhone, and your iCloud calendars in Crustomer. No Apple password needed.
- Meta ad audiencesYour contact list in Ads Manager, kept up to date daily.