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Feature #8390

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product quotes page will give an option in the list to send invoice to the client and modify if any issue findout

Added by Teja Sriram Sangani 15 days ago. Updated 15 days ago.

Status:
Resolved
Priority:
Normal
Target version:
-
Start date:
03/24/2026
Due date:
% Done:

80%

Estimated time:
6:00 h
Spent time:

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Updated by Teja Sriram Sangani 15 days ago

  • Status changed from New to Resolved
  • % Done changed from 0 to 80

1. Improved the sales quotation screen so PDF viewing is cleaner and more user-friendly by giving separate quotation and invoice viewing options with proper enable/disable behavior based on approval/payment state.

2. Added complete invoice PDF support in the product quotation flow, including better structure, clearer customer/payment sections, and business-friendly formatting.

3. Enhanced invoice content to show payment status intelligently:
- unpaid and partial cases show next payment guidance
- fully paid case removes unnecessary remaining-payment prompts.

4. Refined payment instructions and customer guidance messaging to be more accurate based on payment method and payment progress.

5. Strengthened payment transaction handling so pending and paid entries are maintained correctly through full and partial payments without creating incorrect extra pending entries.

6. Improved public invoice payment page clarity by clearly showing total, paid, and remaining amounts for customers.

7. Added resend experience improvements:
- a dedicated resend options popup for PDF-related resend actions
- separate resend paths for quotation details and invoice details.

8. Added invoice-details resend via email with attached invoice PDF, so invoice communications can be resent independently when needed.

9. Added special paid-invoice resend email content for customers who already completed payment, while keeping existing payment-link style content for unpaid/partial cases.

10. Fixed resend behavior so only the PDF resend action opens the resend-options popup; all other existing actions continue with original flow.

11. Updated payment-link resend emails to also include the invoice PDF attachment for better customer communication and fewer follow-up requests.

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