What happens when a customer accepts a quote

Written By Paul Coleman

Last updated 16 days ago

You'll get a message in the WhatsApp chat.

The quote is marked as accepted in your portal and in Xero if you're connected. Follow-ups on that quote stop.

Nothing is invoiced yet. When the job's done, tell Korda Pro, and it turns the accepted quote into an invoice, carrying the same Reference across so both documents match.

If your customer tells you in person rather than through the quote, just say so in the chat, and Korda Pro marks it as accepted.