Send quotes & get paid via invoice

Send a structured quote, let the customer accept it, surface your payment instructions as an invoice, and record the exact payments that arrive. Yesoma doesn't process payments — the customer pays you the same way they already pay you (bank, mobile money, cash, PayPal, Wise, anything), and you record what happened.

1. Sending a quote

Two ways in:

• From an existing case — open the inquiry in /inbox, click Send quote in the header. Customer + email are pre-filled from the case.
• From scratch — top-right + New quote on /quotes. Pick an existing customer (search by name or email) or add a new one with name + email + optional phone. Yesoma creates the customer + a minimal inquiry under the hood so the rest of the app still works the way it should.

The quote builder:

• Add from your services — picks a service from your saved list and fills the description + price.
• Industry shortcuts — common line items for your industry appear as one-tap chips ("Box braids · full" for salons, "Half-day wedding 4hr" for photographers, "4-session pack" for coaches). Description fills in; you set the price.
• Line items — description, quantity, unit price. Total updates as you type.
• Proposed date — optional, free-form ("October 14, 2026" or "next Saturday morning").
• How customers pay you — pre-filled from your default payment instructions if you set one in Settings → Invoices. Edit per-quote if this one's different. If you've never set a default, what you type here auto-saves as your default for next time.
• Message — optional short note to the customer. The quote link is added automatically.

Click Send quote. A branded email goes out with the link.

2. What the customer sees

A clean, mobile-friendly page at getyesoma.com/q/<token> with your logo, business name, the line items, total, and a big Accept quote button. Status pill at the top says "Awaiting your acceptance."

They can tap Download as PDF any time — opens their browser's print dialog and saves a clean PDF of the quote/invoice.

When they accept, the same page becomes an invoice:

• Status pill flips to "Accepted · invoice"
• A "How to pay" block shows your payment instructions
• The "Amount due" replaces "Total"
• The CTA becomes I've paid (with an optional reference field — MoMo txn id, bank ref, etc.)

3. Recording payment

The customer pays you directly — Yesoma never touches the money. When money lands in your account, open the invoice in /quotes and choose Record payment. Enter the amount actually received, payment date, method, and a reference when you have one. A business-confirmed bank transfer, cash payment, or other external payment is clearly labeled as not independently verified by Yesoma.

Each recorded payment gets its own numbered receipt. A deposit or other partial payment changes the invoice to Partially paid and shows the exact remaining balance. The case flips to Won only after recorded payments cover the invoice total. Exact retries after a lost connection return the original result rather than creating a duplicate payment or receipt.

Two shortcuts:

• Mark accepted — if the customer told you yes verbally and skipped the Accept button. Flips status to accepted so you can record payments.
• Record payment before online acceptance — use this when someone paid verbally or in cash on the spot. Yesoma records acceptance with the payment evidence; it does not invent a separate customer action.

Customer clicked "I've paid"

If the customer tapped the I've paid button, you'll see a coral panel at the top of /quotes saying "1 customer said they've paid" + the same panel inside the drawer when you open the quote, with their reference if they added one. Two buttons:

• Confirm received — opens Record payment with the customer's reference ready for review. Confirm the amount, date and method. The customer claim itself is never payment evidence.
• Couldn't verify — bounces the claim back. The customer sees a banner on their invoice ("your business couldn't find your payment, please double-check and try again") and the I've paid CTA stays open for them to resubmit with a corrected reference.

This loop is safe against races — if the customer re-submits before you click Couldn't verify, the action refuses with "the customer just sent a new claim, re-open the invoice to see it" so you don't accidentally drop a fresh attempt.

4. The drawer activity feed

Open any quote in /quotes and the drawer shows a compact payment ledger plus an Activity section. The ledger lists Received, Refunded and Remaining totals and keeps each payment, receipt, method, provenance, correction and linked refund separate. Activity preserves the broader Sent → Viewed → Accepted → Customer claim → Payment confirmed → Refunded history.

Below the events, an Add note composer for Workspace Owner/Admin-only internal notes ("paid in cash on site", "called to confirm reference"). Notes are visible to your team but never reach the customer. The audit trail goes here.

5. Sharing the portal from the drawer

The drawer also has a Customer portal section with a Share button. Copies the customer's /c/<token> link to your clipboard so you can paste it into a DM. The portal shows this invoice and every numbered payment receipt. Each receipt acknowledges the exact amount received, not automatically the invoice total, and provides its private PDF plus linked refund or correction history.

6. Who can do this

Quotes and invoices are gated to Workspace Owner and Admin. Managers, Agents, and Viewers don't see the Quotes link in the sidebar, the /quotes page redirects them to the dashboard, and the Settings → Invoices tab is hidden. If a teammate needs access, the Workspace Owner can promote them in Settings → Team.

7. Plans

Quotes & invoices unlock on Business. Starter shows an upsell with a Start free trial CTA — 14 days, full access, no card required to start.

Common questions

Can the customer pay through Yesoma? No — by design. We don't process card or bank payments. You get paid the same way you already get paid (bank, mobile money, cash, Wise, PayPal, anything), and Yesoma records the trail.

What if the customer paid me in cash before I even sent a quote? Send a quote anyway, then choose Record payment. Enter the exact cash amount and date and select Cash as the method. The receipt will state that the business confirmed the payment rather than implying provider verification.

What if I made a mistake and marked something paid by accident? Open the invoice and choose Correct record beside the mistaken payment. Give a reason. Yesoma preserves the original receipt and correction evidence, removes the mistaken amount from the balance calculation, and never silently deletes the financial history. A payment with linked refund evidence cannot be corrected this way.

Can I edit a quote after sending it? Not in v1 — quotes are immutable once sent. Void the old one and send a new one. The customer's old link 404s after void.