Simplified quote processes for Vital Scheduler.
Step 1: create quote Create a quote VIDEO
Step 2 (if deposit required): add the deposit Create a quote with a deposit
If no deposit required skip to step 5b.
Step 3 (deposit): send the invoice
Step 4 (deposit): customer will receive approval email, once approved the customer will receive a second email to pay
Step 5a (deposit): once paid, convert the quote to a job. Convert a quote to a one-off job VIDEO
Step 5b (no deposit): schedule the job
Step 6: complete the job
Step 7: Invoice the job, even if 100% deposit has been paid. That deposit amount paid is automatically offset against the invoice. The invoice should use the relevant items sold and will sync to lightspeed to update the inventory and COGS.
Step 8: Send invoice
- if deposit paid: send invoice (note: where deposit paid is 100% the total amount owning on the final invoice = $0 meaning there is no further payment required from the client)
- if credit card on file: send invoice, take payment (later)
- if no credit card on file: send invoice