Quote to Cash
The money chain: estimates and proposals, contracts, invoicing including recurring, installment and milestone billing, credit notes, payments and gateways, and expenses.
QTC-01Create and Send EstimatesAll editions. Core feature — no add-on required.QTC-02Use Estimate Templates and Estimate RequestsAll editions. Core feature — no add-on required. Adding BOM items to a template depends on BOM data, which is produced by the Manufacture add-on module and the Solar and Construction editions.QTC-03Create and Send ProposalsAll editions. Core feature — no add-on required. Pulling site and survey data into a proposal applies to the Solar CRM edition.QTC-04Create and E-Sign ContractsAll editions. Core feature — no add-on required.QTC-05Create and Send InvoicesAll editions. Core feature — no add-on required.QTC-06Set Up Recurring InvoicesAll editions. Core feature — no add-on required.QTC-07Create EMI and Installment PlansAll editions. Core feature — no add-on required.QTC-08Invoice a Completed Project MilestoneAll editions. Core feature — no add-on required. The BOQ utilisation figures shown in the preview require the Manufacture add-on module to be enabled for your account.QTC-09Create and Apply Credit NotesAll editions. Core feature — no add-on required.QTC-10Record Payments and Configure Payment GatewaysAll editions. Core feature — no add-on required. Gateway credentials are held per company, so each account uses its own merchant accounts.QTC-11Manage Expenses and ReimbursementsAll editions. Core feature — no add-on required.QTC-12Configure Invoice SettingsAll editions. Core feature — no add-on required. The order dispatch workflow preset configured here affects the Orders and dispatch screens.QTC-13Evaluate Quoting and Invoicing: Quote-to-Invoice WorkflowNewQuotes and invoices are available in all editions with no add-on. The automation stage of this workflow needs the WorkflowAutomation add-on module, which ships off and must be enabled by an Administrator.QTC-14Send Your First Quote (Quick Start)NewAll editions. Core feature - no add-on required.QTC-15Understand How Clients Approve a QuoteNewAll editions. Core feature - no add-on required.QTC-16Find Out When a Client Approves a QuoteNewAll editions for the quote status and the invoice. The automation option needs the WorkflowAutomation add-on module, which ships off.QTC-17See How an Approved Quote Becomes an InvoiceNewAll editions. Core feature - no add-on required.QTC-18Follow Up on Quotes Waiting for ApprovalNewAll editions. Core feature - no add-on required.QTC-19What Happens When You Send a QuotationNewAll editions. Core feature - no add-on required.
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