Customer Approval
If you have created a charge, you can ask your customer to approve the estimated costs. If the customer agrees to the charge, a valid contact for that customer must approve it. Alternatively, the customer contact may reject the charge. In these situations, you can either return the product to the customer, or create a sales order to ship the product or replacement back to the customer. The charges in the estimate will default to the sales order, enabling you to charge for services already rendered, such as a diagnosis.
See Also
Obtaining Customer Approval or Rejection for a Charge
Overview of Customers
