confirmation of the order
we need it in germany to send a confirmation of the order (Auftragsbestätigung) to the customer that he has already order what he order in steps:
- we send an offer
- customer accept the offer
- we send a confirmation of the order that he defently knows what he get with all details of for example delivery etc.
Anonymous
shared this idea
Hi there,
In Zoho Invoice, your clients cannot make an order for the required products. However, the remaining flow is entirely possible.
“1. We send an offer and 2. Customer accept the offer”
For this, you can make use of the “Estimates” section. You can create an estimate and send it to your clients and they can accept it through the client portal. You can refer this help doc to know more:
https://www.zoho.com/invoice/help/estimate/estimate-accept.html
“2. We send a confirmation..”
You can set it up such that the accepted estimates can be converted to invoices.
https://www.zoho.com/invoice/kb/estimates/estimate-invoice-automate.html
Hope this helps.
Regards,
Reshma.