NP
Nina Patel
Quoted$7,832.43
Paid$4,676.94
Balance$3,155.49
PaymentDeposit paid
Next step
Install on Tue, Sep 29 · Jordan, Tessa
Notes
No notes yet.
What they told us
- Property
- Single-story home
- Areas
- Roofline & palm tree
- Light color
- Warm white
- Preferred contact
- Text
Activity
Installation date emailed to nina.patel@example.com for 2026-09-29 · Brendan
Installation scheduled for September 29, 2026 · Brendan
Payment receipt emailed to nina.patel@example.com · Brendan
$3,155.49 Card (Wave) payment recorded on Q-1025 (deposit paid) · Brendan
Quote approval confirmation emailed to nina.patel@example.com · Brendan
Approval email to nina.patel@example.com is waiting for you to send it · Brendan
Approval notice emailed to you · Brendan
Quote Q-1025 approved by Nina Patel ($6,310.98) · Brendan
3 payments · $4,676.94 collected
Notes
No notes yet.
Files
No files yet. Add photos or documents with a note.
Messages
0 unreadNo messages yet. When Nina writes from a quote or invoice link, the conversation shows up here.
Activity
Installation date emailed to nina.patel@example.com for 2026-09-29 · Brendan
Installation scheduled for September 29, 2026 · Brendan
Payment receipt emailed to nina.patel@example.com · Brendan
$3,155.49 Card (Wave) payment recorded on Q-1025 (deposit paid) · Brendan
Quote approval confirmation emailed to nina.patel@example.com · Brendan
Approval email to nina.patel@example.com is waiting for you to send it · Brendan
Approval notice emailed to you · Brendan
Quote Q-1025 approved by Nina Patel ($6,310.98) · Brendan
Quote Q-1025 opened by the customer · Brendan
Quote Q-1025 emailed to nina.patel@example.com · Brendan
Quote Q-1025 created · Brendan
Payment receipt emailed to nina.patel@example.com · Brendan
$760.72 Card (Wave) payment recorded on INV-1008 (paid in full) · Brendan
Invoice INV-1008 emailed to nina.patel@example.com · Brendan
Quote Q-1008 is now invoice INV-1008 · Brendan
Installation completed · Jordan
Roofline & palm tree · Dec 5
Job started · Jordan
Jordan, Tessa · visit 1
Installation date emailed to nina.patel@example.com for 2025-12-05 · Brendan
Installation scheduled for December 5, 2025 · Brendan
Payment receipt emailed to nina.patel@example.com · Brendan
$760.73 Check payment recorded on Q-1008 (deposit paid) · Brendan
Quote approval confirmation emailed to nina.patel@example.com · Brendan
Quote Q-1008 marked approved for Nina Patel ($1,521.45) · Brendan
Stage: Booked · Brendan
Quote Q-1008 opened by the customer · Brendan
Stage: Quoted · Brendan
Quote Q-1008 emailed to nina.patel@example.com · Brendan
Quote Q-1008 created · Brendan
Customer created · Brendan
Quote form
Delete this $3,155.49 payment?
The activity log notes that it was removed.
The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Delete this $760.72 payment?
INV-1008 goes back to a $760.72 balance. The activity log notes that it was removed.
INV-1008 goes back to a $760.72 balance. The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Delete this $760.73 payment?
INV-1008 goes back to a $760.73 balance. The activity log notes that it was removed.
INV-1008 goes back to a $760.73 balance. The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.