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How to Convert a Quote to an Invoice

Learn how a quote is converted to an invoice in Floorzap

This article will guide you through the process of converting a quote into an invoice and getting it approved by your customer.

 

Step 1: Start by emailing or SMSing the quote to your customer. Alternatively, you may also convert the quote to an invoice internally.

 

 

Step 2: After you've sent the quote, your customer will receive it as shown below. They'll have the option to either revise or approve the quote.

 

 

Step 3: When your customer decides to approve the quote, they'll click on the Approve button. A prompt will appear asking them to confirm their selection. They should click Okay to proceed.

 

 

Step 4: If your settings are configured correctly, an invoice will be automatically generated once the quote is approved.

 

 

Step 5: Your customer will then be able to view the contract, terms and conditions. They can sign and make a down payment.

 

 

Step 6: After signing,

 

 

they

 

 

can proceed to submit.

 

 

 

Step 7: Upon submission, the invoice will be marked as approved.