SalesVu Technical SupporteCommerce, point-of-sale (POS), ERP and Data Analytics platform for retail and restaurant businesses

Invoice By SalesVu - How to send a quote

Name: Invoice By SalesVu - How to send a quote
Uploaded: 2018-05-18T16:39:35Z
Channel: SalesVu Technical Support
Description: A short instructional YouTube video (created by SalesVu Technical Support) demonstrating how to send a quote using the Invoice by SalesVu app. The…

18 May 2018

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A short instructional YouTube video (created by SalesVu Technical Support) demonstrating how to send a quote using the Invoice by SalesVu app. The speaker walks through: Create Invoice → select a product/service (example: a deposit) → tap Send Quote → enter recipient information → submit. The recipient receives the quote by email, can review and accept it, and once accepted the sender can issue an invoice to collect payment.

Today we're going to show you how to send a quote using the Invoice by salesu app. First, click on Create Invoice, select a product or service of your choice. So we'll go ahead and choose this deposit. Touch on Send Quote. Enter the recipient's information here, then submit. At this point, the recipient will receive the quote via email. They can open it, review the quote first, and if they agree to it, they can go ahead and accept it. Once accepted, then you can send an invoice to receive payment. Thanks for watching. Let us know if you have any questions.