> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/revenue.md). # Revenue - [Quotes](https://learn.withessential.com/revenue/quotes.md) - [Common quote questions](https://learn.withessential.com/revenue/quotes/common-quote-questions.md) - [See and browse all your quotes](https://learn.withessential.com/revenue/quotes/see-and-browse-all-your-quotes.md) - [Create a quote](https://learn.withessential.com/revenue/quotes/create-a-quote.md) - [Restore an unsaved quote or invoice](https://learn.withessential.com/revenue/quotes/restore-an-unsaved-quote-or-invoice.md) - [Duplicate a quote](https://learn.withessential.com/revenue/quotes/duplicate-a-quote.md) - [See property, customer, and deficiency context while quoting or invoicing](https://learn.withessential.com/revenue/quotes/see-context-while-quoting-or-invoicing.md) - [Set quote validity and reactivate an expired quote](https://learn.withessential.com/revenue/quotes/set-quote-validity-and-reactivate-an-expired-quote.md) - [Create a quote from a job task](https://learn.withessential.com/revenue/quotes/create-a-quote-from-a-job-task.md) - [Add a line item to a quote](https://learn.withessential.com/revenue/quotes/add-a-line-item-to-a-quote.md) - [Group line items on a quote or invoice](https://learn.withessential.com/revenue/quotes/group-line-items-on-a-quote-or-invoice.md) - [Link a job to a quote and pull in billable items](https://learn.withessential.com/revenue/quotes/link-a-job-to-a-quote-and-pull-in-billable-items.md) - [Apply a discount to a quote](https://learn.withessential.com/revenue/quotes/apply-a-discount-to-a-quote.md) - [Set terms and conditions on a quote](https://learn.withessential.com/revenue/quotes/set-terms-and-conditions-on-a-quote.md) - [Custom fields and PO numbers on quotes and invoices](https://learn.withessential.com/revenue/quotes/custom-fields-and-po-numbers-on-quotes-and-invoices.md) - [Format descriptions and terms with rich text](https://learn.withessential.com/revenue/quotes/format-descriptions-and-terms-with-rich-text.md) - [Sales tax on a quote](https://learn.withessential.com/revenue/quotes/sales-tax-on-a-quote.md) - [Send a quote to a customer](https://learn.withessential.com/revenue/quotes/send-a-quote-to-a-customer.md) - [How a customer reviews and signs a quote](https://learn.withessential.com/revenue/quotes/how-a-customer-reviews-and-signs-a-quote.md) - [Quote statuses and lifecycle](https://learn.withessential.com/revenue/quotes/quote-statuses-and-lifecycle.md) - [Turn a signed quote into an invoice](https://learn.withessential.com/revenue/quotes/turn-a-signed-quote-into-an-invoice.md) - [Why can't I save a quote?](https://learn.withessential.com/revenue/quotes/why-cant-i-save-a-quote.md) - [Why can't I send a quote?](https://learn.withessential.com/revenue/quotes/why-cant-i-send-a-quote.md) - [Why can't I edit a quote?](https://learn.withessential.com/revenue/quotes/why-cant-i-edit-a-quote.md) - [Attach a file to a quote](https://learn.withessential.com/revenue/quotes/attach-a-file-to-a-quote.md) - [Custom pricing on quote line items](https://learn.withessential.com/revenue/quotes/custom-pricing-on-quote-line-items.md) - [Filter quotes by status](https://learn.withessential.com/revenue/quotes/filter-quotes-by-status.md) - [Generate a quote draft with AI](https://learn.withessential.com/revenue/quotes/generate-a-quote-draft-with-ai.md) - [Void a quote, resend it, or view what the customer sees](https://learn.withessential.com/revenue/quotes/void-a-quote-resend-it-or-view-what-the-customer-sees.md) - [Quote outreach task folders and follow-up](https://learn.withessential.com/revenue/quotes/quote-outreach-task-folders-and-follow-up.md) - [Invoices](https://learn.withessential.com/revenue/invoices.md) - [Common invoice questions](https://learn.withessential.com/revenue/invoices/common-invoice-questions.md) - [See and browse all your invoices](https://learn.withessential.com/revenue/invoices/see-and-browse-all-your-invoices.md) - [Create an invoice](https://learn.withessential.com/revenue/invoices/create-an-invoice.md) - [Create an invoice from a job](https://learn.withessential.com/revenue/invoices/create-an-invoice-from-a-job.md) - [Link a job to an invoice and pull in billable items](https://learn.withessential.com/revenue/invoices/link-a-job-to-an-invoice-and-pull-in-billable-items.md) - [Add a line item to an invoice](https://learn.withessential.com/revenue/invoices/add-a-line-item-to-an-invoice.md) - [Apply a discount to an invoice](https://learn.withessential.com/revenue/invoices/apply-a-discount-to-an-invoice.md) - [Set payment terms and the due date on an invoice](https://learn.withessential.com/revenue/invoices/set-payment-terms-and-the-due-date-on-an-invoice.md) - [Waive processing fees on an invoice](https://learn.withessential.com/revenue/invoices/waive-processing-fees-on-an-invoice.md) - [Automatic late fees on overdue invoices](https://learn.withessential.com/revenue/invoices/automatic-late-fees-on-overdue-invoices.md) - [Put a customer purchase order on an invoice](https://learn.withessential.com/revenue/invoices/put-a-customer-purchase-order-on-an-invoice.md) - [Send an invoice to a customer](https://learn.withessential.com/revenue/invoices/send-an-invoice-to-a-customer.md) - [Record a payment on an invoice](https://learn.withessential.com/revenue/invoices/record-a-payment-on-an-invoice.md) - [Accept barter or trade as payment](https://learn.withessential.com/revenue/invoices/accept-barter-or-trade-as-payment.md) - [Cancel a pending invoice payment](https://learn.withessential.com/revenue/invoices/cancel-a-pending-payment.md) - [Bulk actions on invoices](https://learn.withessential.com/revenue/invoices/bulk-actions-on-invoices.md) - [Charge a customer's saved card for an invoice](https://learn.withessential.com/revenue/invoices/charge-a-customers-saved-card-for-an-invoice.md) - [Invoice statuses and what each one means](https://learn.withessential.com/revenue/invoices/invoice-statuses-and-what-each-one-means.md) - [Filter invoices by status](https://learn.withessential.com/revenue/invoices/filter-invoices-by-status.md) - [Read the aging report on the Invoices page](https://learn.withessential.com/revenue/invoices/read-the-aging-report-on-the-invoices-page.md) - [Attach files or reports to an invoice](https://learn.withessential.com/revenue/invoices/attach-files-or-reports-to-an-invoice.md) - [Can I reverse a payment I recorded?](https://learn.withessential.com/revenue/invoices/can-i-reverse-a-payment-i-recorded.md) - [Filter invoices by customer, property, invoice date, aging, or source](https://learn.withessential.com/revenue/invoices/filter-invoices-by-aging-or-source.md) - [How your customer pays an invoice online](https://learn.withessential.com/revenue/invoices/how-your-customer-pays-an-invoice-online.md) - [Create and share a customer statement](https://learn.withessential.com/revenue/invoices/create-and-share-a-customer-statement.md) - [Send statements to several customers](https://learn.withessential.com/revenue/invoices/send-statements-to-several-customers.md) - [Configure and automate statements](https://learn.withessential.com/revenue/invoices/configure-and-automate-statements.md) - [Mark an invoice as uncollectible (write off the balance)](https://learn.withessential.com/revenue/invoices/mark-an-invoice-as-uncollectible-write-off-the-balance.md) - [Receipts, Finalize Without Sending, and Resend](https://learn.withessential.com/revenue/invoices/receipts-finalize-without-sending-and-resend.md) - [Refunds: what the app can and can't do](https://learn.withessential.com/revenue/invoices/refunds-what-the-app-can-and-cant-do.md) - [Run the Tax Remittance Report](https://learn.withessential.com/revenue/invoices/run-the-tax-remittance-report.md) - [Void an invoice (and reopening a voided one)](https://learn.withessential.com/revenue/invoices/void-an-invoice-and-reopening-a-voided-one.md) - [Why can't I edit an invoice?](https://learn.withessential.com/revenue/invoices/why-cant-i-edit-an-invoice.md) - [Why can't I save an invoice?](https://learn.withessential.com/revenue/invoices/why-cant-i-save-an-invoice.md) - [Why can't I send an invoice?](https://learn.withessential.com/revenue/invoices/why-cant-i-send-an-invoice.md) - [Subscriptions](https://learn.withessential.com/revenue/subscriptions.md) - [See and browse your subscriptions (the Subscriptions page)](https://learn.withessential.com/revenue/subscriptions/see-and-browse-your-subscriptions-the-subscriptions-page.md) - [Create a subscription for recurring invoices](https://learn.withessential.com/revenue/subscriptions/create-a-subscription-for-recurring-invoices.md) - [Generate a subscription draft with AI](https://learn.withessential.com/revenue/subscriptions/generate-a-subscription-draft-with-ai.md) - [Auto-charge vs manual billing on a subscription](https://learn.withessential.com/revenue/subscriptions/auto-charge-vs-manual-billing-on-a-subscription.md) - [Subscription billing, status, and activating, pausing, or canceling](https://learn.withessential.com/revenue/subscriptions/subscription-billing-status-and-activating-pausing-or-canceling.md) - [A subscription's generated invoices and metrics](https://learn.withessential.com/revenue/subscriptions/a-subscriptions-generated-invoices-and-metrics.md) - [Do I need Stripe for recurring invoices?](https://learn.withessential.com/revenue/subscriptions/do-i-need-stripe-for-recurring-invoices.md) - [What the subscription page shows](https://learn.withessential.com/revenue/subscriptions/what-the-subscription-page-shows.md) - [Edit an existing subscription](https://learn.withessential.com/revenue/subscriptions/edit-an-existing-subscription.md) --- # Agent Instructions This documentation is published with GitBook. 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