From quote accepted to invoice paid

After a quote is accepted, things often get messy. Messages are spread across SMS, calls, and emails. Later, it is hard to remember what was agreed.

A simple workflow keeps everything clear without adding admin.

Step 1. Get written acceptance

A clear yes matters. Written acceptance protects both you and the client if questions come up later.

Step 2. Do the work

During the job, changes happen. If the scope changes, make a note of it. This makes invoicing easier later.

Step 3. Convert to invoice

When the job is done, turn the quote into an invoice. Adjust line items if the work changed.

Step 4. Send and track

Send the invoice and keep track of its status. Knowing what is sent and what is paid avoids awkward follow ups.

The goal is not perfection. The goal is clarity from start to finish.