Customer quotes and invoices

Review quotes and invoices scoped to a single customer.

Quotes tab

Lists all quotes linked to this customer's jobs with status, total, and dates.

Invoices tab

Lists invoices for this customer including payment status and links to Xero (when connected).

Screenshot: Quotes tab on customer hub showing quote list with statuses and totals. (App route: /dashboard/customers/[id]/quotes)

Related

• Quotes list
• Invoices list
• Customer overview tab