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 How to Add a Customer Add a customer in Maxvois so you can plan appointments and create quotations and invoices for them.
- 2 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.
- 3 How to Create a Quotation Create your first quotation in Maxvois: choose the customer, add line items, set tax and discount, then save it.
- 4 How to Send a Quotation to a Customer Send a Maxvois quotation as a PDF, on WhatsApp or by email, and mark it as sent so its status is correct.
- 5 How to Follow Up on a Quotation with Planner Use a Planner task with a reminder, linked to the customer, to follow up on a quotation you have sent.
- 6 How to Turn a Quotation into an Invoice Convert an accepted Maxvois quotation into an invoice in one step, with the customer, items and tax carried over. Pro Available on Pro and ProMax
- 7 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