What can my customer do on a quote?
When a quote is Sent or Pending Changes, your customer can:
Approve the quote. They can optionally add a purchase order number and file.
Request Change with a message. The quote moves to Pending Changes. The requested changes are shown in the Activity Log.
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If your customer adds a purchase order when approving and a work order is linked, the purchase order is added to the work order too.
Quotes in Draft, Declined or Expired status show limited information.
What can my customer do on an invoice?
When an invoice is Sent or Pending Changes, your customer can:
Request Change with a message. The invoice moves to Pending Changes and the requested changes are shown in the Activity Log.
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See your payment details
Invoices in Draft or Cancelled status show limited information.
Good to know
The page refreshes automatically, so your customer always sees the latest version.
Customer actions appear in the Activity Log as "Customer".