You can customize how quotes convert to orders based on payment, client type, or invoice terms. Follow these steps to configure your settings.
1. Access Order Settings
Go to Settings in your Rentopian dashboard.
Navigate to Orders and open Order Settings.
2. Configure Transaction Options
Under Transaction Options, you can choose when a quote converts to an order:
When a deposit is paid
When the full order amount is paid
By client type or invoice term
3. Setting Special Conditions
You can combine multiple thresholds by setting a payment threshold and adding conditions for specific client types.
4. Managing Client Type Conditions
Click Manage Conditions.
Set conditions based on client type, such as Account Customers or Net 30.
Specify whether a quote converts upon quote acceptance or contract signing.
5. Saving Your Settings
Once you save these settings, any client that meets the criteria will have their quote automatically converted to an order.
Need Help?
If you have any questions, contact our team at [email protected].