Create a quote for a non recurring payment
Access the form
new quote
and select Quote for one-off invoice
then select the customerAdd the invoice to the quote
You will see the quote form, and be able to add an invoice by clicking the "Configure invoice" button
When the invoice is complete, click on "save invoice"
quote signature
and cannot be changed. It means that the the invoice will be emitted once the quote is signed.Configure quote
Send the quote
ready to send
status. Review the quote configuration and decide to send it via email or generate a public link and send it by yourself. Note that by using the latter, the email reception and openings will not be tracked.Pending signature
pending signature
status. At this stage, the quote can be edited again ; note that it will turn in the draft
status and the customer will not be able to access the link anymore until it is saved and live again by clicking on generate public link
.Once quote is signed
to_pay
status and the payment is ready to be collected. The quote and invoice will be linked together.