The client asks for 20 more chairs: a second version of the quote is added from the order, confirmed, an advance payment is recorded on it and it is turned into an invoice.
Versions, advance payment and confirmation
Send a new version of a quote when the client asks for changes, confirm it, take an advance payment and turn it into an invoice.
What you will learn
- A new versionChange the order and add a version of the quote from it; the earlier version stays in its history.
- Confirm and take an advanceConfirm the quote, and record the advance payment the client makes.
- Turn it into an invoiceConvert the quote into an invoice with the advance already counted.
Related articles
- Create a new version of a quoteAdd a version from the quote or the order's current data to send a new proposal, and switch the active version when the client changes their mind.
- Confirm or cancel a quoteRecord the client's answer with the «Status» pill: confirming supersedes the other versions and cancelling hides «Convert to». Delete only as a last resort.
- Take an advance payment on a quoteRecord a deposit in the quote's «Advance payments» card, or let the client pay it in the portal; it moves to the invoice when you convert.
- Convert a quote to an invoice or proforma«Convert to» opens the invoice or proforma editor with the active version's data and moves the quote's advance payments to the invoice.