Order Confirmation (Closed Won)
When the order is confirmed (Closed Won), an email is sent to the person who sent the quotation.
Immediately after the order confirmation, take actions as follows:
Who should be in charge?
The person who sent/received confirmation of quotation from Xero
Change the status of Project Master
Go to the
and change the status of the project from Listed to "Working"
Input Sales and Cost amount to these fields.
Change the status of HubSpot Deal
and change the status of deal to
Update tasks on Asana
Go to Asana>Project and update tasks. Create tasks if necessary and update Due dates.
then go to progress and
. Click to
Add to Dashboard
if not yet.
Send invoice for advance
For so me projects especially, printing and web, we charge invoice for advance. Accountants should send invoice for advance from XERO.
Immediately after the order is confirmed, send the invoice for advance to the customer. The project officially start after the payment is done by the invoice for advance.
For domain and server fee on Web project, no need to send an advance but simply invoice.