Navigate to Clients > Orders & Invoices
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.
However, you may need to make changes to your quotes such as:
viewing the details of a quote
editing a quote
using payment types to set when a quote will be due for settlement
deleting a quote
sending the quote to a client for approval
customizing how your quote appears to your clients
amending who receives a copy of the quote
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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 quotes 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.