After a quote has been signed in the tech app, the quote will automatically turn into an invoice! If any changes need to be made to the quote, a technician would need to unapprove the quote, make the changes, and reapprove it by getting another signature from the customer.
On the invoice tab, a technician can edit the invoice summary, send the invoice via email to the primary contact on file, or obtain a work completed signature once the work is completely finished. This is the trigger for revenue in Sera; nothing is considered revenue unless the invoice has a work completed signature.
Taking a payment
Once a quote has been approved, a technician can take a payment on the invoice. Click on the Payments tab to apply a payment. Payments that can be applied include the Method On File (if applicable), Credit Card, Cash, Check, ACH, and External payments. Partial payments can be taken or the ticket can be paid in full. Technicians cannot take more payment than what is owed.