Quotes and invoices
Quotes that win work. Invoices that get paid.
Send a professional quote in minutes. When the customer accepts it online, turn it into an invoice with one click, and track who has paid.
No credit card required
INVOICE
For Jane Cooper
Quotes customers accept online
Build a quote from your services and products, with taxes worked out for you. Customers open a link, read it on any device and accept or decline.
- PDF with your logo
- Expiry dates and reminders
- Your own numbering
QUOTE
For Jane Cooper
From quote to invoice in one click
An accepted quote becomes an invoice with every line copied across. Add the extra parts you used on the day, and send it from your phone.
- Due dates and payment terms
- Partial payments
- Overdue invoices flagged automatically
INVOICE
For Jane Cooper
Know what you're owed
The dashboard shows what's due, what's overdue and what came in this month, so chasing payments takes minutes, not an afternoon.
- Record cash, card, cheque or transfer
- Customer statement at a glance
- Export to CSV for your accountant
Jane Cooper
42 Maple Ave
Quotes and invoices: common questions
Which taxes are supported?
You set your own tax rates, such as GST, HST or PST, and choose which applies to each service and product.
Can customers pay by card online?
Not yet. Invoices show your payment instructions, and you record payments as they arrive.
Can I use my own invoice numbers?
Yes. Set the prefix and the next number for quotes and invoices separately.
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