Quotebird Help

Invoice without a quote

Write an invoice for a job you didn't quote, like a cleaning or a call-out, or take a card payment on the spot.

In the app: Invoices tab → New → Write an invoice

Not every job needs a quote. For a cleaning, a call-out or a small repair, invoice it straight away:

  1. On the Invoices tab, tap New. If a menu opens, choose Write an invoice.
  2. Tap Choose a customer.
  3. Add the items from your price book, or write your own.
  4. Check the tax and Payment due.
  5. Tap Send and share it.

It works like any other invoice: payments, reminders, credit notes and voiding.

Take a card on the spot

If you take card payments with Stripe, the menu under New also has Tap to Pay. Enter the customer, What it’s for and the Amount, then take the card on your phone. This issues a numbered invoice first, then reads the card. See Tap to Pay.

Doing the job at the customer’s now?

In some places the law wants papers signed before you work at a customer’s home. Use Start work under New instead: see Your customer signs on your phone.

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