Using Quotes

Using Quotes

In PetLinx, quotes can be thought of as an “unconfirmed” invoice – they enable you to prepare all the appointments/bookings that will be invoiced to the customer, but still provide the flexibility to change any aspect of the appointments/bookings, including the charge. Quotes can be printed in order for you to provide the customer with an estimate of your services.

A quote is created in the same way as a standard invoice, with the only difference being the “Type” drop-down should be changed to “Quote”. Once added to a quote, appointments and bookings can still be modified as required. As the charges can be changed freely, when viewing a quote the Recalculate Quote button should be clicked to ensure all charges are up to date.

A quote can be converted to an invoice simply by changing the “Type” drop-down to “Invoice”.

As quotes are considered unconfirmed transactions, quote balances are not included in the customer’s balance shown at the top of the Customer flyout, and are not included in financial reports.

    • Related Articles

    • Using a receipt printer

      A receipt printer used with PetLinx provides a quick and professional method of printing receipts for your customers when an invoice or payment has been completed. We only officially support PetLinx using the Epson range of receipt printers, however ...

    • Using a cash drawer

      A cash drawer provides a secure method to store cash and checks received. PetLinx Desktop supports the use of any cash drawer, connected to either an Epson receipt printer or the serial port on your computer. We also support cash drawers with a USB ...

    • Using a barcode scanner

      A barcode scanner can greatly increase the speed of selecting and adding retail products to a customer’s purchase. Most barcode scanners available today are supported by PetLinx. Setting up your Scanner Connect the scanner to your computer according ...

    • Using the Messaging Center

      The Messaging Center provides management of all messages originating from PetLinx, including booking confirmations and reminders that are scheduled to send automatically. It also contains a log of sent messages which can be filtered by date, ...

    • Using the Template Editors

      PetLinx enables you to send your customers emails and SMS messages as configured in the Messaging Center and the Extract and Mailout tab in the Reporting Center. The message templates that form the content of the email / SMS are created in the Email ...