Desjardins Monetico Invoicing, Руководство пользователя

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Quotes
If you tap Save , you can choose from Save & Email quote , Draft quote or
Approve quote . You can also set an expiry date for the quote and select if the
quote will appear in English or French.
• The Save & Email quote option will send the quote to the customer by
email and/or text message, based on the information provided in the
customer record.
• The Draft quote option lets you save a draft of the quote so it can be
finished later.
• Approve quote lets you approve the quote, turning it into an invoice that
can be paid now or later.
If you are using the Invoicing solution: You must select Save & Email quote if
your customer wants to pay by credit card.
Your customer will be sent the invoice and a link to a secure payment
page. Your customer will have to select the
Process quote link to be sent
to the quote approval page. From this page, he will be able to pay the
quote directly by selecting the
pay bouton, or to approve or decline it. If
the quote is approved, your customer will be brought to the Invoice page,
where he can select
Pay Invoice to pay with his credit card.
Once the quote has been sent, the Quote details screen will appear on your
device, containing the Pay and Approve quote buttons. Tap the green arrow in
the top right corner to close out the window and return to the home page.
If you are using the solution: Once the quote has been sent, the Quote
details screen will appear, containing the Pay and Approve quote buttons. If you
tap Pay , a window will pop up with different payment methods. If you approve the
quote, it automatically becomes a payable invoice, that can be paid now or later.
Introduction
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Using the guide Sales Invoices
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