Maxvois
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Learn Maxvois

Short, practical guides for running your business — each one shows the real app and ends with a button to try it.

Start a customer journey

From Appointment to Paid Customer

One real customer, start to finish: add them, plan the appointment, quote, invoice, take payment and issue a receipt.

  1. Customer
  2. Appointment
  3. Quotation
  4. Send
  5. Follow up
  6. Invoice
  7. Payment
  8. Receipt

The journey: add a customer, plan the appointment, create and send a quotation, follow up, turn it into an invoice, record the payment and generate the receipt.

Start the journey See all 7 steps

New here?

Find Your Way Around Maxvois The five places you use every day in Maxvois — Home, Planner, the + button, Network and More — and where everything else lives.

Popular guides

How to Create a Quotation Create your first quotation in Maxvois: choose the customer, add line items, set tax and discount, then save it. How to Plan an Appointment in Planner Plan a customer appointment in Maxvois Planner with a date, time and reminder, and see it under Today, Upcoming or Calendar. How to Record a Payment and Generate a Receipt Record a payment on a Maxvois invoice, then generate the receipt for that payment. Pro Available on Pro and ProMax How to Record a Walk-In Sale with Quick Sales Ring up a walk-in sale in Maxvois Quick Sales: pick products, choose the payment method, complete the sale and share the receipt. Pro Available on Pro and ProMax

More workflows

Record a Walk-In Sale Ring up a counter sale in seconds, without a quotation or invoice.