Resources/Guides
Practical guide
Review a customer’s quote and invoice.
Use one example to see where the agreement ends and planning the work begins.
What you’ll be able to do
You can review a customer record, an accepted quote and an invoice for that customer.
01Start with the right customer
Check the customer record and service address before creating or sending business documents. This example uses Olivia Brooks’s Riverside record.
1Start with the customer and service address.
2Keep the job history and billing within reach.
02Find the accepted quote
The accepted quote has its status at the top and shows the service and agreed amount. Your office still organises the visit.
1The accepted status is visible beside the quote.
2Review the customer, service and agreed amount.
03Review the customer invoice
Review the invoice for the same example customer. This is a separate invoice; these captures do not demonstrate conversion from the displayed quote.
1Review the invoice for the same example customer.
2This is a separate invoice; no source-quote link is claimed.
Try the next step.
Explore the office workflow or compare the plan options.