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Understanding this flow ensures accurate invoicing and smooth payment processing. All steps apply to new quotes and completed jobs.

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Flow Overview

  1. Quote Created: A quote is generated using Turbo or Advanced Quote and shared with the customer.
  2. Quote Approved: Customer approves the quote, moving the job to Approved status.
  3. Job Scheduled: The approved job is assigned a date, time, and team member(s) for execution.
  4. Job Completed: After the service is performed, the job status is updated to Completed.
  5. Invoice Generated: Estizee automatically creates an invoice based on the approved quote and any additional adjustments or surcharges applied during the job.
  6. Invoice Sent: The invoice is delivered to the customer via email, PDF, or both.
  7. Payment Received: Once the customer pays, the invoice status updates to Paid, completing the quote-to-invoice cycle.

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Best Practices

  • Ensure all job details and pricing adjustments are finalized before generating the invoice.
  • Use the invoice preview feature to confirm accuracy before sending to the customer.
  • Maintain clear records of all quotes, approvals, and invoices for accounting and reporting purposes.
  • Automate reminders for unpaid invoices to improve cash flow.
Proper management of the quote-to-invoice flow in Estizee ensures accurate billing, efficient operations, and timely payments.