From quote to invoice

One approval, copied in full

When a customer approves a quote, ManagePrint creates the invoice for you. Everything transfers:

• Every line item (product, color, sizes, quantities, locations, price).
• Every fee.
• The totals and tax.

Nothing is re-keyed, and nothing is lost. The invoice is a faithful copy of the quote the customer signed.

How it’s linked

The records stay connected in both directions:

• The quote points to the invoice it created.
• The invoice points back to its quote, and forward to the job created alongside it.

So from any one of the three, you can jump to the other two. Open an invoice and you can see the job in production; open the job and you can see what’s owed.

The invoice starts at “New”

A fresh invoice begins at the New status with a payment status of unpaid. From there it moves through your pipeline as the work progresses and payments arrive. See Invoice statuses and Payments.

The matching job

The same approval creates a job. That’s the production side of the order, and it’s where your analytics come from. The relationship is explained in full in The job lifecycle.