video1.0<iframe src="https://www.loom.com/embed/32ae2edeec6c47a183048fa68ad8cadd" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/32ae2edeec6c47a183048fa68ad8cadd-e19cb4f202347c48.gif172.012In this video, I walk you through the process of converting a quote into an invoice during a return visit for a service call. I demonstrate how to access the prep sheet, identify parts on hand, and convert the approved defrost heater repair quote into the call. After adding the missing repair details, I show how to invoice the customer, collect payment, and finalize the call. The remaining balance for the customer, Ben Dawson, was $235.01, which was paid by check. Please review this process to ensure you’re comfortable with converting quotes and handling customer payments efficiently.