Quotes, Invoices, Contracts, Etc.

Business By ncsmorris

ncsmorris Posted 8 Apr 2011 , 4:27pm
post #1 of 1

Hi all,
I know this has been covered before, but my computer doesn't feel like displaying forum searches today...so I'm sorry for the repetition.

I think I need to reconsider how I send out the subject items because I don't know that the way I do it makes the best sense. So what I want to know is, when/in what order do you all send out which documents?

Currently, I send:
1. Quote + order form (includes "pay now: $xx.xx to reserve date).
2. If I receive order form and deposit, I send contract. (Sometimes all done together at a cake tasting if for a wedding).
3. Once contract received, I send an invoice showing amount received from deposit and amount still due (which is due 2 weeks before event date). If changes are made to the order, I re-invoice the customer at that time.

Maybe this is decent, I'm not sure but I'd just like to compare to how others do it.

Thanks in advance!

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