Detailed Instructions
This page expands the selected step into a full training lesson. Read it once, then perform the action in CherryMoney.
What to do
Mark the quote as pending, accepted or declined so the pipeline stays accurate.
Before you start
- Make sure you are signed in to the correct CherryMoney organisation.
- Check your user role has access to this area.
- Keep the source information ready before saving the record.
How to complete it
- Open the menu area named in the step.
- Enter the required information carefully.
- Review the values before clicking save, create, approve or submit.
- Reopen the record once to confirm it displays correctly.
What success looks like
- The record is saved without an error message.
- The item appears in the list, dashboard, report or workflow queue.
- Any linked VAT, payment, client, expense or compliance fields remain visible after refresh.
Fields To Check
These fields affect this workflow and should be checked before saving.
| Expiry date | Tells the customer how long the quote remains valid. |
|---|---|
| Status | Tracks whether work is pending, accepted or declined. |
| Convert action | Creates an invoice from approved quote details. |
Tips
Use these checks if the saved record does not look right.
Tip
Use quote notes for scope and assumptions so the invoice later has clear context.