Create the quote
Choose “New quote”, enter the recipient and set “Valid until”. Under “Nights”, add room category, arrival, departure, guests, number of rooms and price per night; further services are items. When saving, STRYK holds the rooms as an option in the calendar until the guest answers or the quote expires.
Send and follow up
“Send document” saves the quote and sends it by email with a guest link. There the guest can accept, decline or write a message; “Copy guest link” gives you the link for other channels. Replies appear under “Messages about the quote”.
| Status | Meaning | Next step |
|---|---|---|
| Draft | Not sent yet. | Check and send. |
| Sent | With the guest; rooms held as option. | Wait for the answer or follow up. |
| Accepted | Binding; the document becomes an order confirmation. | Convert to invoice. |
| Declined | The guest said no; the option is released. | None. |
| Expired | Valid until has passed. | Create a new quote if needed. |
| Converted to invoice | An invoice draft exists. | Check and finalise the invoice. |
Record the answer
If the guest accepts through the guest link, the status changes automatically. For an answer by phone or email, choose “Mark as accepted” or “Decline” in the quote.
Convert to invoice
“Convert to invoice” shows the current quote; “Create invoice draft” creates a draft with the same recipient, stays and prices. Add services used on site after the stay and finalise the invoice as usual.
Hotel Nordlicht, seminar group in November
- 01Send the quote
Create the quote with 8 double rooms for 2 nights and the seminar package and choose “Send document”.
Status “Sent”; the rooms appear as option in the calendar. - 02Record acceptance
The company accepts by email. Choose “Mark as accepted”.
Status “Accepted”; the document is an order confirmation. - 03Create the invoice draft
After departure choose “Convert to invoice” and “Create invoice draft”.
The draft opens; the quote shows “Converted to invoice”.
Billing plans for regular company billing
With the billing plans add-on, the tab “Billing plans” fixes how a company is billed regularly: rhythm, cut-off date, payment terms, grouping and required details such as order number. A plan applies after a second person has approved it. “Prepare billing” shows a preview before a draft is created.
