Once your have created a quote or invoice and sent it to the customer, you might want to know what happens at their end.
They will receive an email with the subject "Quote: Name of Job" or "Invoice: Name of Job".
It's an easy 3-step process from here:
- They open the email
- Click 'View Quote / View Invoice'
- The Quote / Invoice opens, they then click 'Accept Quote' or 'Mark Invoice as Paid'
You can check this out by sending yourself an example quote when you sign up.
If you want any further info, give us a call on 1300 550 711.