Quotes and invoices
Send a quote, with or without slot booking
The "Send the quote" screen sets the email on the left and shows on the right what the customer will receive; the customer can accept the quote by booking their slot.
Before you start
- Invoicing is only available to accounts based in France.
- The quote is saved (see "Create a quote").
- For booking, online booking is turned on. Otherwise, the customer sees no slot.
Open the sending screen
On a draft quote's page, click "Send the quote" at the top right; for a quote already sent, "Send again". "Save and send" in the editor opens the same screen.
Choose the recipients
"Send to" uses the customer's email; add other addresses separated by commas, 5 at most. "Send me a copy" is ticked by default.
Write the subject and message
"Subject" and "Message" are suggested and can be edited. The quote summary and the PDF are added automatically.
Offer slot booking
Turn on "The customer books their slot": the email contains the "Accept and book my slot" button, at the quote price. Set the "Appointment title", the "Work duration", the "Start times offered" and the deposit.
Review the email
On the right, the email shows as the customer will receive it and updates as you type. The booking button is not clickable there.
Send
Click "Send the quote". A draft moves to "Sent". "Download the PDF" gives you the PDF to send another way.
Follow the answer
Agreement by phone: click "Mark accepted". The ⋯ menu offers "Mark declined". If the customer books, the quote moves to "Accepted" by itself and the appointment arrives in the calendar.
What your customer sees
The customer receives your message, the number, the dates, the amount and the attached PDF; "Reply" comes to you. With booking, they click "Accept and book my slot" and choose their day: booking counts as acceptance.
If it doesn't work
- "Send the quote" stays greyed out.
- An address is invalid or there are more than 5. The message "Check the addresses (5 at most)." shows below the field.
- The customer sees no slot.
- Online booking is turned off. The sending screen says so, with a "Turn it on" link.
- I clicked "Mark sent" and the customer received an email.
- That is normal: moving a draft to "Sent" sends the quote to the customer's email, with the default text.
- I am sending again a quote that already had a link.
- "Link already ready" shows. "Change the duration or deposit (new link)" creates another one and cancels the previous one.