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[Mobile] How to Approve a Quote and Convert to a Payment Request
[Mobile] How to Approve a Quote and Convert to a Payment Request

Convert your quotes to payment requests!

Shannon Kay avatar
Written by Shannon Kay
Updated over a week ago

Through your Topline Pro dashboard, you can change quotes you previously sent to clients into payment requests. First, you will approve the quote and then send the request to the client via email or text!


1. From your Topline Pro dashboard, click "Payments" on the bottom menu

From your Topline Pro dashboard, click "Payments" on the bottom menu

2. Click on "Quotes" on the menu on the Payments page

Click on "Quotes" on the menu on the Payments page

3. To approve a quote, click "Accept Quote" on it

To approve a quote, click "Accept Quote" on it

4. Now, your dashboard will indicate the quote was accepted. To convert the quote to a payment request, click "Request Payment."

Now, your dashboard will indicate the quote was accepted. To convert the quote to a payment request, click "Request Payment."

5. The payment page will now appear. You can make any edits you want to, and the send it out by clicking "Email" or "Text" on the bottom bar.

The payment page will now appear. You can make any edits you want to, and the send it out by clicking "Email" or "Text" on the bottom bar.

6. Click the green button to confirm

Click the green button to confirm

7. Now, the quote you converted should disappear from the quote page. Click back to the payment page to see the new requested payment.

Now, the quote you converted should disappear from the quote page. Click back to the payment page to see the new requested payment.

8. Now, the new payment request should appear!

Now, the new payment request should appear!
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