When a customer says yes to a quote

Where: iPhone and iPad app and Website

Your customer can say yes to a quote from the link in the email, or tell you in person. Either way, you can then turn it into an invoice.

On the iPhone app

  1. Open the quote.
  2. If they told you in person, use Mark as accepted.
  3. When the deposit arrives, use Record deposit as paid.
  4. When the job is done, use Turn it into an invoice, then Yes, make the invoice.

On the website

  1. Open the quote.
  2. Use Mark as Accepted and Mark Deposit Paid as needed.
  3. Use Convert to Invoice.

Good to know

  • When your customer accepts from the email link, the quote is marked accepted for you.
  • Any deposit already paid is taken off the invoice.

Something not working the way this says? Tell me and I will put it right.

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