Accepted Enquiry
If the customer accepts the Sales Enquiry, it matures into a fully fledged invoice, and is sent out to the customer.
Invoicing - Lifecycle
Raise
A quote for intended work or an invoice for work previously completed can be created in a couple of clicks.
Sage
In the meanwhile, the invoice is pasted into Sage, so as to be ready to track the payment when it arrives promptly a few days later.
Send
The sales enquiry is send via email, fax or snailmail to the customer in question, pending approval.