Quotes and invoices

Create, send, sign, deposits, discounts and credit notes.

• Your first quote, from start to paidFollow one job all the way through: create a quote, send it, turn it into an invoice, and get paid. Allow about 10 minutes.
• Recurring invoices for retainersIf you bill the same client every month, a recurring invoice makes the invoice for you on each date. This guide shows how to set one up.
• Why does every line need an item name?Each line on a quote or invoice has an Item name (required) and an optional Description . The name is the short title, such as Essential Marketing , and the description holds the detail. Both print on the document, name first.
• Can I save a line to reuse it?Yes. Click Save item on a line and it is stored as a saved item, then available under Add a saved item on every quote and invoice. Owners and managers can save items. Manage them under Items .
• How does e-signature work?When a client accepts a quote, in the client portal or on the quote link, they type their full name and tick the agreement line. The date, time and device details are kept with the quote, a signed PDF is created, and you and the…
• Why can I not edit a quote?A signed quote is locked so the client always sees exactly what they agreed to. Open the quote and use Create a new version . The copy is a draft you can change, send and have signed again.
• How do I ask for a deposit on a quote?On the quote form choose Deposit , pick a percentage or an amount in rand, and type the value. The quote then shows the full total, the Deposit and the balance after it. Leave it on No deposit and nothing extra shows. Once the…
• How do I give a discount?On a quote or invoice choose Discount , pick a percentage or an amount in rand, and type the value. The discount is taken off before VAT, so the VAT goes down with it, and the document shows the subtotal, the discount, the…
• How do I show a quote to a client without emailing it?On a draft quote or invoice use Mark as sent (no email) . It then appears in the client portal and can be accepted or paid there. Drafts are never shown to clients.
• Can I see when a client opens my quote?Yes. A small pop-up appears on your dashboard as soon as a client opens a quote, with a WhatsApp button, and the opening is listed in the bell and in the quote's activity. Visits by link-preview robots (for example WhatsApp…
• How do I send a quote or invoice?Open it and use Send by email . The client gets the PDF and an online link, and you get a copy. After sending, a green WhatsApp button offers to send it on WhatsApp too.
• How does WhatsApp sending work?On a phone, the PDF is handed to WhatsApp as a file and you pick the chat. On a computer, the client's chat opens with a message and a link to the document. You always tap Send inside WhatsApp yourself. Edit the wording in…
• How do I turn a quote into an invoice?Open the accepted quote and press Convert to invoice . Clients can also accept a quote from their link, and you will be told in the notification bell.
• How do I fix a mistake on a sent invoice?Create a credit note from the invoice. It reduces the balance and keeps your records clean.
• Can invoices be created automatically each month?Yes. Use Recurring for retainers. It creates the invoice on each date and can email it straight away. This uses the daily job, so see System health if it ever seems late.
• Can I email overdue reminders automatically?Yes, switch on automatic reminders in Settings. You can also send one by hand from any overdue invoice, or from the bell.