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ForumGetting started: Getting started with OkappySending quotes out / take full or …

Sending quotes out / take full or partial payment first

Guest

#1 · 6th April 2021, 12:00 am

Hi Richard,

Good afternoon, considering your solution, we tend to send quotes out / take full or partial payment first. Is there a prejob quote workflow available?

richard@autoalert.me.uk@richardautoalert-me-uk

181 Posts

#2 · 8th April 2021, 7:16 am

Yes you can raise a quote from the invoices screen and take full or part payment. Then when you are ready you can raise a job from that quote or raise the job separately.

Please see https://www.okappy.com/support-article/raising-quotes/ for more information on raising a quote.

Thanks

Richard