Converting a quote into an invoice

For a third party supplier to issue an invoice from Merchi they need to register a Domain / Store with Merchi. Click here for information on how to set up your Domain. 

Alternatively, quotes can be accepted without an invoice. 

If another supplier requests a quote from you, you will need to first send back that quote. Click here to find out how to quote on a job. 

Once the quote has been approved: 

• You will now see an Add to Invoice button on the right hand side

• Click and the Invoice modal will open
• All of the job's information will be pulled into the invoice. Review and make any adjustments including adding any further line items 
• Select the email icon at the bottom to email the quote and then click Create and the Invoice has now been created

Note: In order to accept payment directly from an invoice, a payment method must be set up within your Company Profile. Click here to see instructions on how to set up Company Payment Methods.