Invoice a quote

In the app: a sent quote → Invoices

1. Open the sent quote. Under Invoices, each payment still to bill has its own row, with its amount:
   • Invoice the deposit;
   • Materials delivered, for a payment due when the materials arrive;
   • Mark as done, for a stage payment, under the stage’s name;
   • Final invoice, or Invoice if the quote has no payment plan.
2. Tap the one you’re billing. The invoice opens as a draft, with the customer and items filled in. Check Payment due: on receipt, or in 7, 14 (the default), 30 or 60 days from the day you send it.
3. Tap Send, then share it like a quote: link, PDF or email.

The final invoice

The final invoice starts with the quote’s items, then the items of each change order the customer signed. Change them to what you actually did. Its totals take off the stage invoices you’ve already sent, then show the Amount due.

Deposits with Stripe

If you take card payments with Stripe and the quote has a deposit, you don’t need to do anything: when the customer accepts, Quotebird issues the deposit invoice and they can pay it on the same page. Without Stripe, invoice the deposit yourself as above.

Billing a stage

When a stage is reached, tap its row: Materials delivered once the materials arrive, or Mark as done for a stage of the work. Your customer gets the link when you share the invoice.

Once sent

A sent invoice has a number and can’t be changed. To correct it, issue a credit note or void it. See Correct a sent invoice.