Quotes
Send quotes to clients and convert accepted quotes to invoices.
9 articles
Creating a quote
Create a quote in Rebill to share pricing before starting work. Set a validity date, add line items and notes, then convert accepted quotes to invoices instantly.
Sending a quote to a client
Email a Rebill quote to your client and let them accept or decline online. No login required on their end.
Converting a quote to an invoice
Once a client accepts your Rebill quote, convert it to an invoice in seconds. All line items and totals carry over automatically. No need to re-enter any details.
Quote statuses explained
Understand what each Rebill quote status means: Draft, Sent, Accepted, Declined, Expired, and Converted. Learn how quotes move through the approval workflow.
Adding terms and conditions to quotes
Attach your terms and conditions to Rebill quotes, require clients to accept them before accepting the quote online, and include them in the PDF.
Following up on quotes
Log follow-ups and set reminder dates on Rebill quotes, view all pending follow-ups in one place, and track who is responsible for each quote.
Assigning a quote owner
Assign a team member as the owner of a Rebill quote to track accountability and measure individual quoting activity in team reports.
Organizing quotes with labels
Add internal labels to Rebill quotes to organize and filter your quote list by project, lead source, or priority. Labels are never shown to clients.
Sending the quote PDF by email
Turn on Attach PDF to client emails so Rebill attaches the quote as a PDF to the email, giving clients a copy to save or print without clicking a link.
More topics
Getting Started
Create your account, learn the dashboard, and understand your plan.
4 articles
Invoices
Create, send, and manage invoices and track payments.
11 articles
Recurring Invoices
Automatically invoice repeat clients on a schedule. Premium feature.
4 articles
Clients
Add and manage your clients, view statements, and track balances.
6 articles
Items
Build a catalog of products and services to speed up invoice creation.
4 articles
Reports
Analyse your revenue, outstanding invoices, and client performance.
10 articles
Settings
Set up your business info, invoice templates, and payment gateways.
20 articles
Users & Team
Invite team members and manage who has access to your account.
2 articles
Expense Tracking
Log business expenses, attach receipts, and see your profit & loss.
5 articles
Purchase Orders
Raise purchase orders against suppliers, send them by email, and convert fulfilled orders to expenses.
7 articles
Bank Import
Import CSV bank statements, match payments to invoices, and categorise expenses.
5 articles
Client Portal
Give clients a private link to view their invoices, quotes, and statement.
4 articles
API Reference
Integrate with Rebill programmatically using the REST API.
13 articles
Still need help?
Can't find what you're looking for? Our support team is here to help.
Contact support