Quotes
Prepare a quote after a consultation — package, add-ons, custom lines, discounts and a recommended retainer — then send it now, schedule it, or save it as a draft. When the client accepts, the project, invoice and a draft contract are created for you to review and send. Nothing is emailed without your Send or a delivery time you chose.
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Payment confirmations
After every card payment the client gets one branded confirmation (“payment received” while a balance remains, “paid in full” once it’s settled), linking to their updated invoice. Manual payments only send one when you tick “Email the client a payment confirmation” while recording them.