Quotations, invoices and online payment
Send a quotation, turn it into an invoice, and let the customer pay by FPX or card.
- Go to Customers & sales, then Invoice & quotations. Open Settings once and fill in your company, bank details and numbering.
- For online payment, open your own Billplz, toyyibPay or Stripe account, then add it in Online shop, then Payment. Lucco takes no cut.
- Make a quotation: pick the customer, add items, and press Share. Send the link on WhatsApp.
- The customer can accept the quotation online. Boss makes the invoice with a Pay button.
- 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)