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Allow Clients To Pay Quotes and Not Just Invoices

Feature Requests

It would be wonderful to have the option to allow clients to pay toward quotes and not just invoices. For our workflow, we like to collect payments on quotes and convert them to invoices and the end of the project once all of the items are installaed. At that point, we reconcile any unpaid items on the final invoice such as increases in freight, etc. It would make collecting payments from clients much smoother as the project goes along. Currently, we have to collect furniture retainers and keep track of them and then apply them to invoices at the end of the project. The process is a little bit clunky for both the design firm and the client.

Posted by Michelle Squire ·
1 comment

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Comments1

  • Sara Ann Rolfes

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    Jul 30

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    Merged request

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    2 votes

    Ability to Collect Payment on Quotes

    It would be really helpful for any future updates to be able to collect payment/deposit on a quote. For accounting purposes, we collect payment upfront for goods so we can order. We usually don't send a final invoice to the client (and report the total for tax purposes) until after installation - that's when we add sales tax and shipping to the initial quoted amount as well. If we can't collect payment on a quote, we'll have several different invoices for each project and it's not very clean - accounting-wise. Just a suggestion that would be helpful in the future!