So you've submitted a quote to a client, AND they've accepted. What next?  Turn that quote into an invoice and send it off for quick online payment.  We'll walk you through the steps in this short tutorial:

Prefer Written Instructions?  Here you go!  


Once a quote has been accepted, you'll receive both an email and in-app notification, with a link that takes you directly to the quote at hand.  

Before turning this quote into an invoice, we recommend giving it a quick once over, especially if you've provided your prospective client some options to chose from, to be sure that everything looks a-okay.

And when you're ready to turn this quote into an invoice, just click on the gold action button towards the top right of the screen and select the Create Invoice option.  As a side note - this option will only appear once a quote has been accepted. 

Be sure to do a quick review of your invoice, make any updates as needed, especially in areas such as the payment schedule and payment reminders, and then click that gold action button to publish and send this invoice along for online payment.

Did this answer your question?