To see all your documents, go to Orders > Quotes and Invoices.
1. How to process quotes and invoices
Normally, you would start by sending a quote by email (although you can also send an invoice directly)
Once your customer has signed the quote, you need to manually validate it within the Smeetz back-office
Automatically the quote becomes an invoice
Then, you need to email the invoice to the customer, awaiting payment
If the payment is done by bank transfer, you will need to reconciliate with your bank statements.
If the payment is done with a payment link, the payment and invoice status will update automatically
2. Quotes and Invoices
On this page you will have access to all the quotes and invoices you have created.
All the documents are ordered by booking reference
A quote that was accepted and turned into an invoice will stay under the same booking reference
All quotes and invoices have unique quote IDs and Invoice IDs
Make sure to display the "Company name" column (how to manage lists and filters)
You can filter your documents by "document status"
Quoted: a quote has been created
Invoiced: a quote has been validated or a direct invoice was created
Abandoned: a quote that has not been validated in 30 days
Refused: a quote that has been refused
Partially paid: an invoice that is partially paid
Paid: an invoice that is fully paid
Late payment: an invoice that is not paid after 30 days
Cancelled invoice: a quote that has been cancelled manually
By selecting a document and clicking on "actions" you can:
Export it
Update it
Send the quote
Change the status of the document
Validate a quote: Document status will end up in “Invoiced”
Cancel a quote: Document status will end up in “Cancelled”
Send the invoice
3. Order overview
By clicking on thebooking reference, you can see the details of the order.
