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Create a quote or invoice

Paymash offers the possibility to create and send offers (quotations) and invoices.

Julia Bastova avatar
Written by Julia Bastova
Updated over a year ago

You can create invoices and quotes both on your computer and on the Paymash app.

Create invoices and quotes on your computer:

Log in to app.mypaymash.com, go to "Sales" and then click on the blue plus in the top right corner. Select "add quote" or "add invoice."

Important! An offer can only be created on the computer.

In the window that opens, you can customize anything that is colored blue. All information in the white area on the left is information that your customer will see on the invoice. On the right in the gray area, on the other hand, are additional cations that you can choose to execute.

Good to know: A closed invoice cannot be edited any further. An invoice or an offer whose validity date is already in the past can only be edited again when the validity date is moved into the future.

Create a quote or invoice - photo 01

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