Automated Quote Conversion to Invoice with Deposit
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I purchased the Deposit extension because I need clients to be able to review quotes and then pay their deposits automatically. We need to spend less time sorting that out, especially when we’re out of the office.
The problem is, I can set the quote to automatically convert to an invoice that is sent to the client, but I need a deposit created and sent to the client first instead since they won’t be paying the balance until afterwards anyway.
At this rate, I still have to monitor their quote and then manually send a deposit invoice which defeats the whole purpose for why I bought it. Is there anything I can do to solve this problem?
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