Approving quotes and paying invoices

Only quotes you have sent appear in the portal. Drafts stay private to your workspace until you send them. Once a quote is sent, here is your client's flow:

1. Open the quote from the Quotes page and review the line items, totals, and terms.
2. Sign in the Sign to accept panel, either by drawing a signature or typing one.
3. Check the I accept the scope and terms above box.
4. Click Approve quote.

Decline this quote opens a short form where your client can pick a quick reason, write their own, or skip the reason entirely. The quote flips to Declined in your workspace, so you know to follow up or revise. Click Reopen on the quote to rework it and send it again.

Every portal approval is recorded, not just the status change. OneTool captures the time, the IP address the approval came from, and a snapshot of the exact document and line items your client agreed to. You can review it all on the quote's Approval Audit tab.

For jobs where you want a formal, emailed signing request instead, use Send for e-signature. Both paths end with an approved quote. See E-signatures.

When an invoice has an open balance, its portal page offers online payment by card:

1. Open the invoice from the Invoices page.
2. Click the Pay button, which shows the amount due.
3. Enter card details in the payment form that opens right on the page.
4. Download or print the receipt that appears once the payment goes through.

The portal shows clients a simpler set of invoice statuses than your workspace uses:

• Awaiting means the invoice is open and waiting on payment.
• Partial means part of the total is paid and a balance remains.
• Paid means the invoice is settled in full.
• Overdue means the due date has passed with a balance still owing.