In Printavo, when you first create a quote, it will have the status 'QUOTE' attached to it. We've found that Quotes, Invoices, Work Orders and Packing Slips all stem from the same foundation of an Invoice. They all show/hide different pieces of an Invoice to the customer:
Quote is an Invoice with the word "Quote" at the top so the customer knows they are not required to make a payment at that time. A Work Order is an Invoice but with no pricing on it, etc.
When you initially create a Quote/Invoice it gets assigned to the 'QUOTE' status. This will show a 'QUOTE' marking at the top right for customers to see.
- Click here to learn how to manage and win more sales opportunities using your quotes pipeline.
- Click here to learn how to easily track money owed using your invoice list.
Customizing Quote vs Invoice
You can customize which statuses reflect as a 'QUOTE' or 'INVOICE' by going to My Account > Customize Invoice Statuses.
Here, you will be able to view all of your statuses and select how you want them to be listed. Ex. If you want your order to be marked as 'QUOTE' until it is ready to print, select the boxes next to all of the statuses prior to "Ready to Print".
Please note QUOTE is the only status you cannot change.