Need to give a client a price before they commit? Build the sale in POS like normal, then save it as a quote instead of taking payment. You can bring it back later, or turn it straight into an invoice.
Building the quote
- Go to POS and click Add New Client (or your client search icon, top right).
- Type the client's name, wait for the results, then click their name to add them to the sale.
- Add the services, products or vouchers they're asking about, the same way you would for a normal sale.
- Tell them the Total shown at the bottom of the cart. That's the verbal quote.
- When you're ready to save it, click Save at the bottom of the cart.
You'll get two choices:
- Save Sale Items keeps this a quote. No transaction is created, so it won't show up as owing anywhere. Next time this client is added to POS, the same items load back into their cart automatically, ready to finish or adjust.
- Create Invoice turns it into a real transaction straight away, with an Owing balance. Use this once the client has said yes.
Turning a quote into an invoice
If the client is happy to go ahead, add them to POS. Their saved items load automatically if you used Save Sale Items. Click Save, then choose Create Invoice instead.
This creates a transaction with an Owing status. You can find it any time from the Invoices link in the Actions menu of the client's card.
Open the invoice and you'll see Pay Invoice, Print and Email along the top. Use Pay Invoice when they're ready to settle up.
If the client changes their mind and no longer needs the invoice, delete the transaction from the Transactions tab in POS (click More next to it, then Delete). This removes the invoice and takes the owing visit off their client card too.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.