To review how to create a Quote, click here
To review how to create an Invoice, click here
To accept payment for an Invoice or Quote via the Cloud Portal, please follow the instructions below:
1. Log in to SalesVu.com
2. Click on 'Quote and Invoicing'
3. Choose the correct Quote or Invoice, and expand the order by clicking on it
4. Click on 'Pay Order' in the bottom left corner 
5. Choose the payment method
6. Once the transaction is complete, you can either print or email the receipt or go back to the 'Quote/Invoicing' section
