How to Export a Quote to an Order and Collect Payment

To export a quote to an order, be sure that the quote has been saved and you are on the quote screen. Do this by pressing the quote icon in the upper left corner. Next, press the Export option in the upper right corner of the screen. 

Next, press Yes on the confirmation screen.

Now you have an Order!

Next, Create a PDF document for this Order. Do this by selecting the Create PDF icon in the upper left corner of the screen. 

Next, confirm the content is correctly selected and press the Presentation icon in the upper right corner of the screen. 

Next, ask your customer to sign the PDF Invoice and press Accept when done. 

Next, enter payment information and press Accept.

And that's it! Your payment is posted, and the signed invoice is attached to the Order in RFMS.

 

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