To see all your documents, go to Orders > Quotes & Invoices.
1. How to process quotes and invoices
You would usually start by sending a quote by email although you can also send an invoice directly. If you need more information about how to Create a sale, quote or invoice from the back office, follow the link.
Once your customer has signed the quote, you need to manually validate it within the Smeetz back-office. You can also cancel a quote if necessary.
Automatically the signed quote becomes an invoice.
Then, you need to email the invoice to the customer and await their 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.
Canceling a quote will also cancel any tickets associated with it.
2. How to view your 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 the booking reference, you can see the details of the order.
You can find more information about order overview by reading this article.