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Mango9

Quotes & Invoices

Prepare an estimate, send it to your customer, and track the invoice and payments that follow.

In the CRM: Quotes & Invoices

Choose the right document

A quote is your proposed price and scope of work. An invoice asks the customer to pay. These tools are for billing your customers; your own Mango9 subscription and account balance are managed separately.

The current Quotes screen with fictional documents and team members. Select the image to enlarge it.
Choose the right document
Menu itemWhat it helps you do
My QuotesFind quotes you created.
All QuotesAccount owners review their own quotes and those of eligible team members.
New QuotePrepare a new estimate.
My InvoicesTrack invoices you created.
All InvoicesAccount owners review invoices across their eligible team.
New InvoiceCreate an invoice without starting from a quote.
Item CatalogKeep reusable products and services with their prices.
TemplatesStart from a reusable document outline.
SettingsSet business details, numbering, defaults and extra fields.

A typical customer workflow

The current Invoices screen with fictional totals and payment balances. Select the image to enlarge it.
  1. Set up your business details in Settings and add frequently used services to Item Catalog.
  2. Create a quote, review the customer and line items, then save a draft.
  3. Open the saved quote and use Email to Customer, or share its Copy Link yourself. Saving or marking a document sent does not email it.
  4. The customer can accept an eligible quote from its shared page. That acceptance creates a linked invoice. You can also use Convert to Invoice from the quote.
  5. Open the invoice, verify its amount and payment instructions, and email or share it when ready.
  6. Record a confirmed payment on the invoice and review the remaining balance.

Understand the separate actions

Understand the separate actions
ActionWhat it does
Save DraftStores the document for later review.
Save & Mark Sent / Mark as SentStores or updates the status. It does not email the customer.
Email to CustomerAsks Mango9 to send the document link to its customer email address.
Copy LinkCopies the customer-facing document link so you can share it.
Convert to InvoiceCreates or opens the invoice linked to that quote.
Record PaymentRecords money already received. It does not debit a card or bank account.

Access and setup

The available menus depend on your account plan and role. Regular agents need the account owner to enable agent quotes. They use the owner’s shared settings, catalog and available templates while keeping their own customer documents.

My views show your own documents. All views are for authorized owners and administrators; they do not include unrelated accounts or lead-buyer businesses.