Quotes - Add payment link
Add a payment link to quotations so clients can pay on a quotation as well as an invoice.
Purpose: This would allow clients to pay on the quotation sent.
-
Nicole Vernall commented
This would save us so much time in our business! Most customers want to pay upon receiving the quote
-
[Deleted User] commented
This would be great. Right now the "accept quote" button just sends us a notification. It should instead convert to invoice and take the customer to a payment screen. Time and effort is wasted when we have to manually receive the "accept" notification, log in, press the convert to invoice button, and send it. By that point the sales momentum can be lost.
-
Naomi Harris commented
would be super helpful for our holiday let business
-
Karyn Fenton commented
Being able to put a payment to a quote before changing to an invoice. One of my clients receives deposits, and whilst doing the job the customer asks for extras. Therefore we have to remove the deposit payment edit the invoice then re-apply the payment. Lots of double handling, especially if lots of clients
-
Ryan Ebbage commented
We use this as many business just want to pay and start the contract.