Quote to cash
Quote to cash is the path from first quote through customer approval, production, invoicing, and payment — in one workspace instead of email threads and spreadsheets.
Overview
Every job starts as an order (often in a Quote status). Line items, artwork, client details, and deadlines stay attached to that order as it moves forward. You are not copying data between tools at each step.
Typical flow
- Create a quote — Add the client, garments or products, decoration lines, and artwork.
- Send for approval — The customer reviews and approves online (see Clients & approvals).
- Produce the job — Update status and track artwork/production (see Artwork & production).
- Invoice & get paid — Convert to invoice, record payments, optionally sync with QuickBooks (see Invoices & payments).
Where to work in the app
| Step | Location |
|---|---|
| New quote / order | Shop → Orders → New order |
| Order detail | Open any order from the list |
| Status changes | Order header or Activity tab |
| Invoice view | Order → Invoice tab |
Tips
- Configure statuses under Settings → Order statuses so they match how your shop actually runs.
- Use the Activity tab for a full audit trail — useful when a customer asks “what changed?”
- Pin high-priority orders from the orders list for quick access.