Inbox & follow-ups·Setup7 min read

Send quotes & get paid via invoice

Send a structured quote, customer accepts → invoice with your payment instructions, customer pays you directly (bank, MoMo, anything), you mark it paid in Yesoma. Yesoma doesn't process the money — it tracks the trail.

In this guide

1. Sending a quote
2. What the customer sees
3. Recording payment
4. The drawer activity feed
5. Sharing the portal from the drawer
6. Who can do this
7. Plans
Common questions

Send a structured quote, let the customer accept it, surface your payment instructions as an invoice, and mark it paid when the money lands. 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 the money lands in your account, open the quote in /quotes and click Mark as paid in the drawer footer. The case flips to Won.

Two shortcuts:

Mark accepted — if the customer told you yes verbally and skipped the Accept button. Flips status to accepted so you can mark paid.
Mark as paid (skipping accept) — paid verbally + in cash on the spot. Yesoma stamps both accepted_at and marked_paid_at in the same write so the timeline still reads sent → accepted → paid.

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 — same as Mark as paid. Case flips to Won.
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 an Activity section: a chronological feed of Sent → Viewed → Accepted → Customer paid → Couldn't verify (if any) → Marked paid → Refunded (if any), each with a colored icon and relative timestamp.

Below the events, an Add note composer for owner-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.

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 + every past quote/receipt + the option to download a PDF, all in one place.

6. Who can do this

Invoices are gated to owner, admin, manager. 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 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 use Mark as paid from the drawer to skip the customer-side flow. Yesoma stamps the accepted/paid timestamps so your records are clean.

What if I made a mistake and marked something paid by accident? Open the quote and click Mark unpaid in the footer. Reverts to accepted state. (Note: once a quote is refunded, mark-unpaid is locked — refunds are a terminal state.)

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.