> ## Documentation Index > Fetch the complete documentation index at: https://support.servicem8.com/llms.txt > Use this file to discover all available pages before exploring further. # How to save a quote or invoice to the Diary > Learn how to save a quote or invoice to the Diary in ServiceM8. 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. ## 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](/images/009-640-532-3a79df73-4087-4a55-8d06-009dcc96a8f2.png) 4. Select your preferred template and click **Save to Diary**. [save a quote or invoice to the diary](/images/009-640-536-977cc566-3b18-4d1d-bf75-97e0bac2d7ee.png) 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.