To get started, make sure logged in to the Flobot admin portal.
Go to the order you want to an invoice.
Then go to the charges section.
To add charges or make an invoice, click the burger icon in the customer charges section.
There’re multiple types of invoices in that burger. If you send the online payment link or online payment deposit link invoices, Customers will be able to pay online.
NOTE: Customers will be able to pay a deposit or pay full payments through the email link.
How to take a moto payment through Flobot back office?
Go to the order you want to do payments.
Then go to the charges section and find out the “Customer payments” section
Click on the hamburger icon in the right corner and select the payment method you need.
Take cardpayment– Select the Transaction type and the Card type
Fill other necessary information and click on the Process button.
Record other payment – Select the date and payment method you need, as an example select BACS and then insert the value (Automatically inserting the outstanding value) and Save it.
The Flobot field service app makes it easy to create quotes on the go. With a few simple steps, you can create a quote that will impress your customers.
Open the Flobot app on your device.Navigate to your appointment within the app.Within the appointment, locate and tap the "Quotes" tab.On the Quotes tab, locate and tap the "Create New" button.A dialog box will appear with options for creating ...
First of all, you have to set and enable the following options;Go to Settings > Departments and choose your sub-department
Then find out "Quotes template", "Quote email template" and "Quote Whatsapp template" and select the relevant template for the sub-d...
To get started, make sure to log in to the Flobot admin portal. You need to sign in.
Go to Settings > Options > Enable reverse charge and enable it.
Once you enable the option you can see another Enable reverse charge option in the Charges sectionYou...
To get started, make sure to log in to the Flobot admin portal. You need to sign in.First of all, you need to enable options in the settings, those are;Settings > Options > Enable WhatsApp view
Once enabled the button then another section appe...