Is there a way of issuing a "quotation" that will eventually be switched to Invoice.
Assistance will be appreciated
@hnajee Hey there. You can send out an estimate in Wave which can then be turned into an invoice for your client to make a payment -- here's how: https://support.waveapps.com/hc/en-us/articles/208621756-How-to-convert-an-estimate-to-an-invoice
@JamieD Thanks for your suggestion. I had wanted "QUOTATION" on the document rather than ESTIMATE. Any thoughts?
If you always want the document to be called quotation, you can go to Settings > Invoice Customization and go to the Estimate Settings section. You can change some of the default values here including the name of the document. Once you save, you can create a new estimate and it will have the new title on it! See the screenshot below for what the settings are that you can save.
@Rahim . Yessssssssssss. That is what I wanted. Thanks a million.