Wix Studio: Creating and Managing Price Quotes | Help Center

Wix Studio: Creating and Managing Price Quotes

6 min read

In this article

Creating a price quote
Converting a price quote to an invoice
Automatically converting price quotes to invoices
Manually converting price quotes to invoices
Managing your price quotes
FAQs

Create and send professional price quotes for your services, including charges, taxes, discounts, and payment terms. Once your client accepts, convert the quote into an invoice and collect payments online. Streamline your workflow by setting up automation to generate invoices for accepted quotes.

A screenshot example of a price quote sent to a client.

Before you begin:

Connect a payment method to enable online payments for accepted price quotes. In your Invoices tab, click More Actions at the top right and select Accept Payments.

Creating a price quote

Create professional price quotes for your services, including charges, taxes, discounts, and any important notes or terms. Before sending, review the price quote and the content of the email to make sure everything is accurate.

To create a price quote:

Go to CRM & Client Billing in your Wix Studio workspace.
Click the Price Quotes tab.
Click + New Quote at the top right.
Enter the quote info:
- Title: Add a title for the quote.
- Customer: Select the client to send this quote to.
- Expiry Date: Choose the date the quote expires.
- Payment Terms: Select the payment terms (e.g. Due on Receipt, Net + 15, Net + 30, Net + 60, or Set custom terms).

A screenshot of entering the quote info, including title, client expiry date and payment terms.

Enter the quote details:
- Product or Service: Select a product or service to include in the quote.
  Tip: Click + Add Item to create a price quote for a product or service. Enter the details and click Save.
- (Optional) Description: Add a description for the product or service.
- Price: Enter the price for the product or service.
- Quantity: Specify the quantity of the product or service.
- (Optional) Tax 1 / Tax 2: Add one or two tax rates to the quote.
- (Optional) + Add Line Item: Include additional services or products in the quote.
- (Optional) Discount: Apply a percentage discount to the total amount.

A screenshot of adding your quote details and select a product or service.

Enter additional info for the quote:
- Notes: Add any notes you'd like your client to see.
- Terms: Include any terms that apply to this price quote.
  Note: These fields appear at the bottom of your price quote.
Save or send your price quote:
- Save: Click Save as Draft to save the price quote for later.
- Send: Click Next to preview the quote. Then, click Send to review the content of the email your client will receive. Click Send again to send the price quote.

A screenshot of editing the content of the price quote email before sending it to your client.

Converting a price quote to an invoice

Once your client accepts a quote, you can convert it into an invoice and receive payments online. All information from the quote is automatically included in the invoice. After conversion, the invoice appears in the Invoices tab, where you can manage and track it.

You can choose to manually convert price quotes or set them to automatically convert upon acceptance.

Automatically converting price quotes to invoices

By default, price quotes do not convert to invoices when accepted. Enable quotes to automatically convert to invoices when accepted by clients.

Go to CRM & Client Billing in your Wix Studio workspace.
Click the Price Quotes tab.
Click More Actions on the top right and select Update settings.
Click the Price Quotes tab at the top.
Enable the Convert accepted quotes toggle.

A screenshot of the convert quotes to invoices toggle in the Invoice Settings.

Manually converting price quotes to invoices

You can manually convert price quotes to invoices after they're accepted by your clients.

Go to CRM & Client Billing in your Wix Studio workspace.
Click the Price Quotes tab.
Click the More Actions icon next to the price quote you want to convert.
Click Convert to invoice.
Click Convert to confirm.

A screenshot of clicking on a price quote that was accepted to convert it to an invoice.

Managing your price quotes

Keep track of all your price quotes in one place. Get a quick overview of their statuses, including how many have been sent, accepted, invoiced, or expired. Perform actions like resending a quote, marking it as accepted, saving it as a PDF, or converting it into an invoice. Use the filter or search bar to quickly locate specific quotes.