Create and send an invoice

To bill a client, tap + → Invoice, pick the client, add your line items and tap Review & send. Quoti texts or emails the invoice with a secure link where your client can view it and pay.

Invoice a job

When a job is done, invoice it from the job so its line items come with it.

1. Open the job.
2. If the job is still in progress, tap Complete job → Complete & create invoice. If it's already completed, tap Create invoice.
3. Quoti creates the invoice with the job's line items and opens it. Check it, then send it (see below).

Once a job is invoiced, its button changes to View invoice.

Create an invoice from scratch

1. Tap + → Invoice. You can also open a client and tap + → Invoice.
2. Under Client, tap Add a client. Search by name, phone or email, or tap New client to add someone new.
3. If the client has more than one address, tap Use another address to pick the right one.
4. Add a Title if you want, for example "Exterior window cleaning".
5. Under Line items, tap Add. Pick a service from Services or Add-ons, or tap Custom line item and fill in the name, description, unit price and quantity. Tap Save line item.
6. If you need them, tap + Discount (percent or amount), + Tax or + Deposit. A deposit is money you already collected; it's subtracted from the amount due.
7. Under Details, check the Invoice number, Issue date and Payment terms (Upon receipt, Net 15, Net 30, Net 45 or Custom). Quoti shows the due date.
8. Add a Message to client and Terms & conditions if you want.
9. Tap Save to keep it as a draft, or Review & send to open it with the send screen ready.

Your sales taxes are added for you. If Quoti says This invoice number is already used, pick another number.

Send the invoice

1. On the invoice, tap Send invoice.
2. Choose Text or Email. Check the client's number or email in To, and edit the message if you want.
3. Tap Send text or Send email.

A secure link to view and pay the invoice is added automatically. If you don't have a Quoti texting number yet, Quoti opens your phone's Messages app with the text ready. After you send it, tap Yes, mark as sent.

The invoice then shows Sent. It changes to Partially paid, Paid or Overdue as payments come in or the due date passes.

More options

Tap ⋯ at the top of the invoice for Preview as client, Copy payment link, Mark as sent, Send a reminder, Duplicate invoice, Open job, Void invoice and Delete invoice. You can only delete an invoice that has no payments; void it instead to keep it for your records.

Tips

• To find an invoice later, tap Sales → Invoices. You can filter by period and status.
• If the price changes, edit the line items on the invoice instead of deleting it and creating a new one.
• On a computer, open Invoices at quoti.ai to send an invoice, add items or record a payment.

Related articles

• Accept card payments with Quoti Payments
• Record a cash, cheque or e-transfer payment
• Set up your sales taxes
• Change your invoice settings