Quotes

Thriday allows you to export your list of saved clients and billable items into a CSV file for your own record keeping or to use elsewhere. To export and download a file containing your client profiles or billable items:   

1. Log into your Thriday account and go to the Invoices screen.   
2. Click on the export action located to the right of the invoice search bar.   
3. You will be presented with the option to 'Export Clients' or 'Export Billable Items'.  
4. Select the option you want, and a CSV containing either your client profiles or billable items will be generated. You will have the chance to preview this file before you download it.

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To send a quote with Thriday: 

1. Log into your Thriday account and go to the Invoices screen. If you're using this feature for the first time, you will be prompted to fill in your business details that will appear on every quote and customise certain visual aspects of your quote template, like colour and layout.   
2. Click 'Draft New Quote'. 
3. Select the client you want to quote and add any relevant billable items. If this is a new client or billable item, you will need to add them to your list of clients and billable items.   
4. Set the 'Valid Until Date'.  
5. You can customise the email notification your client will receive, such as the email subject, body, and attachments you'd like to send alongside the quote.  
6. Once you've filled in all the mandatory information and confirmed that they're correct, you're ready to press 'Send Quote'. 

After the quote is sent, you will be able to see it in your quoting history and easily convert it to an invoice in the future. 

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To add a new client:   

1. Log into your Thriday account and go to the Invoices screen.  
2. Click on the 'Draft Invoice' button.  
3. You will be prompted to either add or select a client from your existing list to invoice.   
4. Click on 'Add new client', and you will be able to create a new profile by entering their name, contact and business details.   
5. Click 'Add new client' once you're finished, and this profile will appear in the select client menu in the future.  

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To edit an existing client:  

1. Log into your Thriday account and go to the Invoices screen.   
2. Select 'Draft Invoice'.   
3. From here, you will be prompted to either add or select a client from your existing list to invoice.   
4. Find the client profile you wish to amend, click on the options menu at the top right corner of their profile, and select the' Edit' action.   
5. You will be taken to their client details page, where you can edit their information.   
6. Once you've made all the necessary changes, click 'Save Changes, and you're done!  

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Go to the Settings screen, then select Invoices. From there you can edit your template, logo, default email copy and even the default bank account you will get paid into.

Thriday's Instant Invoicing superpower helps you create professional invoices and quotes and tracks each one you send so that you can refer to a past job or project with the click of a button.  

To find a quote or invoice: 

1. Log into your Thriday account and go to the Invoices screen. 
2. Select either the Invoices or Quotes tab at the top of the page. 
3. You can search for specific entries by name, email or invoice number in the search bar. You can also refine your search by clicking the filter button and limiting your search results by payment status, client, date, amount invoiced or tags. 

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If a client accepts a quote, you won't need to create a new invoice from scratch. With Thriday, you will be able to turn any quote you've sent into a ready-to-send invoice with the click of a button!  

To turn a quote into an Invoice:  

1. Log into your Thriday account and go to the Invoices screen.  
2. Click on the 'Quotes' tab and locate the relevant quote in past quotes.  
3. Click on the options menu next to the quote and select the Convert to Invoice action.  
4. From here, you will be able to edit and confirm the quote's details.  
5. Once everything looks in order, click 'Send Invoice'.

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