Quotes accepted by Client

[MJHost]

When you create a quote, an email is sent to the client. The client is able to view the quote via the Client Portal, and is also met with a "Accept Quote" button.

 

When they click this, they are sent an email stating:

 

This is a confirmation that quote generated on 2015-08-29 has been accepted by you and invoice # is generated.

 

Regards,

 

However, no invoice is being created. Is there a way to make the quote automatically generate an invoice, as the email the client is receiving is suggesting? I have checked all the settings, and can't seem to locate anything regarding quotes.

 

I am using V6

[brian!]

I don't think it's automated, it needs to be manually accepted by an Admin.

 

http://docs.whmcs.com/Quotes#Accepting_a_Quote

 

If the client accepts the quote, you need to mark it as accepted in WHMCS and convert it into an invoice (aswell as creating the client account if a new customer). WHMCS automates this process for you by clicking the Convert to Invoice button on the quote viewing page. You will be given the choice of generating a single invoice for the entire amount or splitting it into 2 invoices - a deposit and final payment - useful for large amounts or design jobs.