Edit a quote
Learn how to edit quotes in your Portfoliobox portfolio website and understand when a quote can or cannot be edited.
Business Tools
Use booking service alternatives
Learn how to create booking alternatives for classes, workshops and events on your Portfoliobox portfolio website, including multiple dates, prices and seat ava
Add bookings to your website
Learn how to show all your booking services or highlight a single event on your portfolio website with booking pages and booking sections in Portfoliobox.
Delete a quote
Learn how to delete a quote from your Portfoliobox admin panel when it is no longer needed or relevant on your portfolio website.
Edit a Client Invoice
Learn when and how you can edit invoices in Portfoliobox, and understand why only draft invoices can be modified on your portfolio website.
Connect and disconnect staff from an Appointment Service
Learn how to connect or disconnect staff from your appointment services so clients can book the right person on your Portfoliobox portfolio website.
Create a booking service
Learn how to create and publish a booking service on your Portfoliobox portfolio website, including events with fixed dates and available seats.
Create a Client Invoice
Learn how to create, edit, and send client invoices for products, digital downloads, or services directly from your Portfoliobox admin panel.
Booking Services vs. Appointment Services
Learn how booking and appointment services work in Portfoliobox, and how to add them to your portfolio website.
Print a Client Invoice
Learn how to print invoices or save them as PDFs from your Portfoliobox admin panel.
Download & Print your QR Code
Learn how to download and print QR codes from your Portfoliobox portfolio website to accept fast in-person payments for products, services, and bookings.
Upload a digital file to your library
Learn how to upload digital files to your Portfoliobox library so you can share or sell downloads through your portfolio.
Understanding the invoice status
Learn how invoice statuses work in Portfoliobox and how to update draft, sent, paid, refunded, or cancelled invoices from your portfolio website.
Quote vs. Invoice
Learn what a quotation is, what it includes, and how it differs from an invoice. Understand how quotes help you present clear pricing for your portfolio website
Manage your customer bookings
Learn how to find and manage customer bookings in Portfoliobox. Access booking details, filter results, and track appointments from your portfolio website.
Understanding the quote status
Learn how quote statuses work in Portfoliobox and how to edit, send, accept, or cancel quotes for your clients.
Create an Appointment Service
Learn how to set up appointment services on your Portfoliobox portfolio website so clients can book personalised time slots directly through your calendar.
Collect payments with QR Codes
Learn how to use QR codes to accept quick in-person payments on your Portfoliobox portfolio website and streamline your checkout process.
Send a quote to your client
Learn how to send a quote from your Portfoliobox portfolio website and understand how the quote status affects what you can edit.
Share a digital file
Once your file is uploaded in your library, you can generate a secure link and share it with your customers.
Delete a Client Invoice
Learn how to delete an invoice from your Portfoliobox admin panel and keep your invoicing records organised.
Collect payments with Client invoices
Learn how to create, edit, send, duplicate, and manage client invoices directly from your Portfoliobox admin panel.
Convert a quote to an invoice
Learn how to quickly convert an accepted quote into an invoice in your Portfoliobox admin panel to streamline your workflow on your portfolio website.
How your client accepts the quote
Learn how clients review and accept quotes on your Portfoliobox portfolio, including the two-step acceptance process and automatic status updates.
Add personnel to an Appointment Service
Learn how to add staff, set schedules, and assign personnel to appointment services on your Portfoliobox portfolio website.
Manage your Client Invoices
Learn how to change invoice status, edit invoice content, send invoices to clients, and delete invoices from your Portfoliobox admin panel.
Duplicate a quote
Learn how to duplicate a quote in your Portfoliobox admin panel so you can reuse and adjust proposals for clients on your portfolio website.
Duplicate a Client Invoice
Learn how to duplicate an invoice in your Portfoliobox admin panel to save time and reuse existing invoice details.
Create a QR Code
Learn how to create QR codes on your Portfoliobox portfolio website to accept fast in-person payments for products, bookings, and services.
Send an invoice to a client
Learn how to send invoices from your Portfoliobox admin panel, update invoice status, and deliver professional billing to clients on your portfolio website.
Create a quote
Learn how to create professional quotes on your Portfoliobox portfolio website. Add pricing, terms, products, and client details, then save your quote as a draf
View & Share your QR Code
Learn how to share QR codes from your Portfoliobox portfolio website to accept fast and secure in-person payments for products, bookings, and services.
Add an Appointment Service to your website
Learn how to set up an appointment booking page on your Portfoliobox portfolio website, display selected services, and create single-service or single-personnel
Manage customer appointments
Learn how to find and manage customer appointments in Portfoliobox. View appointment details, filter results, and receive automatic reminder emails.