# 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-medium-3a79df73-4087-4a55-8d06-009dcc96a8f2.png)](/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-medium-977cc566-3b18-4d1d-bf75-97e0bac2d7ee.png)](/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.