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Getting a quotation accepted and the deposit paid on the same day

Guides · 3 views · 0 replies
This is a starter post, written by the Floors & Frames team so you can find answers from day one. Replies from members are welcome.
  1. Fill in Settings → business details once: GSTIN, address, bank or UPI details and your terms.
  2. Open the project, check Estimate, then Make quotation. Add a discount line if you agreed one.
  3. Set a payment schedule if you work in stages.
  4. Share with client. The quotation shows on their link with an Accept button.
  5. The client accepts and pays the deposit by UPI straight to you, then types the UTR. You'll see it on the project; mark it received.

The money never passes through Floors & Frames, and the client gets a proper PDF with GST worked out by place of supply.

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