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Although it is not a common practice, there may be times when you want to save a quote or invoice to the job without actually sending it to the client - for example, if the client only wants a printed copy. Saving it to the Diary means it’s ready and accessible without the risk of sending prematurely.

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To save a quote or invoice to the Diary:

  1. From the relevant job card, click Billing.
  2. Click the dropdown arrow on the top right.
  3. Click Customise Quote (or Customise Invoice, depending on status).
customizing a quote from the billing tab of the job card
  1. Select your preferred template and click Save to Diary.
save a quote or invoice to the diary The quote or invoice will now be saved as a PDF in the Job Diary, with the time and date of creation and the staff member’s name noted.
Last modified on February 11, 2026