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Requesting prepayments with quotes

Self-paced learning
Launch course

2 Advisor credits

Free

10 MINUTES

Learning objectives

  • Understand how to create an online quote
  • See how easy this is to email out to a customer
  • Find out how Quotes can be used to streamline processing deposits

Course outline

    This course shows you how to help your clients use a quote to request a prepayment. That way they can get paid right away, even when they are not yet ready to send an invoice.

Topics covered

  • Invoicing

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