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When your service order has been created it is automatically set to "Quote" status and is ready to be sent to your client for approval, or to be converted into an invoice.
In this section you can:
learn what the columns mean within the quote details screen
manage all aspects of the client's quotations such as editing and sending the quote
learn how to use payment types on a quote
when ready, learn how to convert a quote to an invoice
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Understand what the columns mean on the quote details screen, including the snapshot of the client's latest status.
In this section you can see how to edit, delete, email quotes to clients, set payment types and customize the appearance of your quotes.
How to view the details of a quote on a client record.
You may need to make changes to a quote before re-sending it to your client.
Payment types are used to change when a quote is due for settlement and can be set prior to sending out the quote.
Learn the correct method for deleting or removing a quote from the client record and your system.
Learn the different methods for sending quotes to individual clients and for sending out bulk quotations for multiple clients with one click.
You can personalize your quotes to suit your business, including adding your logo and including your payment terms.
You can check who will receive quotes in the client's account, and see how to amend who receives a copy.
Once you have sent your client their quote and the prices have been approved, you are ready to convert the quote into an invoice for your client to pay. View the methods of raising the invoice and downloading a PDF.