Invoices and bookings

How do I send a quotation, and what happens when it is accepted?

Open Invoices and press New quotation: the customer gets a PDF with a link where they accept it, ask for a change or decline. A quotation has its own numbers, such as QUO/26-27/0007, says “This is a quotation, not a tax invoice.” under its title, and never takes money itself. On the form, add what you are quoting for. Mark a line Optional and the customer can add it when they accept; it stays out of the total until they do. Under How it is paid for, choose Full amount, Advance or In parts: 2 to 8 parts, each due on acceptance, on a date, or when something you name happens. Valid until is needed to send one; a new quotation is valid for 15 days unless you change that in the settings. On the quotation’s page the customer ticks any optional items, types their full name and presses Accept quotation, or chooses Ask for a change or Decline. Your team is told each time. Fliok records the name typed, the date and time, and which version was accepted; it is a record of the yes, not a digital signature. If you press Revise, the customer has to accept the new version. Once it is accepted, open the quotation and raise the bill for each part, as an invoice or a proforma. In the settings, When a customer accepts starts as “Tell me, and I raise the bill”; “Raise and send the bill by itself” bills what falls due on acceptance at once and a dated part on its day. A part that waits for something to happen is always billed by you. From there each bill is an ordinary one, with its own number, its own page with the ways to pay, and its own reminders. One follow-up goes 2 days before the valid date to a customer who has not answered, and nothing is sent after that date. On WhatsApp a quotation goes as an ordinary message while the customer’s chat is open. Otherwise it goes as a marketing message, at Meta’s marketing rate: a customer who has stopped marketing messages gets it by email only, and so does one who got another marketing message from you in the last 48 hours. The form says which it will be before you send. A quotation counts as one of your plan’s documents for the month, and so does each bill raised from it.