Support

Help Guide

Purpose

This app is designed around the resources in your OpenAPI document. It creates and manages customers, projects, quotes, revisions, payment stages, invoices, invoice items, payments, and audit entries.

API Endpoint Shape

The page now calls the NoCodeBackend host directly using paths such as /create/customers, /read/quotes/123, and /update/quotes/123, with the required Instance query parameter appended automatically.

Workflow

1. Draft Quote: create the initial quote from the form and save it into customers, projects, quotes, revisions, items, stages, and audit records.
2. Send & Negotiate: mark the quote as sent, then use Save Quote on the loaded quote whenever negotiated revisions are agreed.
3. Client Approval / Acceptance: capture acceptance on the quote and timestamp it as approved.
4. Convert to Invoice: generate a full workflow invoice from the approved quote while preserving the project and pricing details.
5. Issue Invoice & Payment: mark the workflow invoice as issued with payment terms and due date.
6. Reconciliation: once payment is received, mark the workflow invoice as paid and log the payment record.