Pending Quotes

The Pending Quotes page provides an overview of all outstanding quotes generated for customers in the system. This page is designed to streamline your sales workflow by allowing you to review, track, and convert active quotes into invoices directly from this list. 

To find and manage your Items to Invoice go to: Customers > Pending Quotes

You can also configure your dashboard to display a live tile, giving you quick and easy access

The blue text on the page is clickable and will take you directly to the corresponding information. E.g.. Customer name will take you to the Customer Profile. Quote number will take you to the Quote.

From this page, you can quickly view all key details at a glance, including:

• Quote Number & Customer Information 
• Location (if Multi-site enabled)
• Invoiced - Date of Quote
• Cost - Total cost of Quote
• Status - Showing at quote
• Booking Status - E.g. Unconfirmed, Forthcoming, Checked Out.
• Actions - You can view the quotation by clicking the View button. Alternatively, clicking the arrow beside it will give you the option to create the invoice, or revert the quote.

Note: When creating an invoice from the Pending Quotes page, to view the document you’ll need to navigate to the associated booking.

The Search bar lets you quickly look up a quote.

To help you search efficiently use information like:

• Quote Number
• Customers Name

Click the   Filter icon in the top right corner to open the filtering menus, where you can narrow your search using specific criteria.

Select Location - Enables you to filter by location (if Multi-site enabled).

Select Area - Enables you to filter by Area Type such as Daycare, Boarding or Grooming.

Select Status - Enables you to filter the list by the booking status. E.g.. Forthcoming, Awaiting Checkin, Cancelled.

If you want to show more or fewer entries on the page, use the dropdown in the top‑right corner.

The system defaults to showing 10 entries to help reduce server load, but you can increase this up to 5,000 entries if needed. 

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

Just a heads-up when you're ready to print or export: the system will only include the entries currently visible on your screen.

To ensure you get your full list, please remember to adjust the "Show Entries" dropdown to reflect the total number of records you need before clicking export.

For More Information

On Invoicing - Invoicing

On Invoice Consolidation - Invoice Consolidation

On how to bulk invoice - Bulk Invoicing / Quoting

On how to void an Invoice - Voiding an Invoice