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How to Approve A Quote and Request Payment
How to Approve A Quote and Request Payment

Easily turn a quote into a request for payment to save time.

Jane Yoon avatar
Written by Jane Yoon
Updated over a week ago

πŸ‘‰ Topline Pro makes the billing process go smoothly. When you have completed a job, easily change the quote into payment request by following the steps below.

1. From the Topline Pro home page, select the payments icon at the top (it looks like a credit card).

2. Select Quotes.

3. Choose the quote that you would like to convert to a payment request and select Accept Quote.

4. At this point, the quote is now accepted within Topline Pro, but a request for payment has not been sent. Once the work is done and you are ready to request payment, select Request Payment.

Review the details of the payment request and add a note if you would like. Then select Email.

Confirm the payment request by selecting Request a $__ from ___.

Your request for payment is now on its way to your client! You can view all of your requests for payment from the Requests tab.

πŸ’‘ Next Steps

Do you need to send a payment reminder to your clients? Find out how here.

🀝 Need Further Support?

If you have any questions, we're always available by phone and text at 857-365-6868 or by email at [email protected].

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