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Quotations, invoices and online payment

Send a quotation, turn it into an invoice, and let the customer pay by FPX or card.

  1. Go to Customers & sales, then Invoice & quotations. Open Settings once and fill in your company, bank details and numbering.
  2. For online payment, open your own Billplz, toyyibPay or Stripe account, then add it in Online shop, then Payment. Lucco takes no cut.
  3. Make a quotation: pick the customer, add items, and press Share. Send the link on WhatsApp.
  4. The customer can accept the quotation online. Boss makes the invoice with a Pay button.
  5. Payments mark the invoice paid by themselves and go into your books. Unpaid invoices show in Receivables with reminders.

Open this in Boss Next guide: Take payments online (Billplz, toyyibPay, Stripe)

Quotations, invoices and online payment · Lucco Boss