Invoicing #

Quotes #

A quote is a priced offer with an expiry date. Send it as a PDF or as a link the customer can accept online. An accepted quote converts to an invoice with its lines, tax and customer intact.

A quote can also be split into instalments — a deposit and two stages, say — producing several invoices scheduled across the work rather than one at the end.

Invoices #

An invoice has lines, each with a quantity, a unit price and a tax rate. Money is held in whole cents, so the total always equals the sum of the lines.

Every invoice carries the date it was issued as well as the date it falls due, which matters when you enter work you did last month.

Choose from three letterhead layouts, and set payment terms and units as managed lists so they are consistent across every document.

Payments #

Record a payment in full or in part. A part-paid invoice shows what is outstanding, and the ledger shows the money received.

A payment belongs to the day the money arrived, not the day you got round to entering it. That is what keeps a month's figures right when you catch up on a Friday.

If a card processor is connected, an invoice can carry a payment link and reconcile itself when the customer pays.

Chasing #

Overdue invoices are listed on the dashboard and can be chased automatically on a schedule you set. The reminder goes out from your business, in your name.

The catalogue #

Products and services you invoice for repeatedly live in a price list, each with a code, a description and a kind. Adding one to an invoice fills in the rest.

Deleting #

Documents go to a trash you can restore from, rather than disappearing. An invoice that has posted to the ledger cannot simply vanish — the books would no longer balance — so it is credited instead, which is what an accountant expects to see.