Quotes & invoices
From a message to money in the bank.
Most small businesses do not lose money on the work. They lose it in the gap between finishing a job and getting paid for it — the quote that took three days, the invoice that was never sent, the one that was sent and never chased.
What that means in practice
Quotes written from a description
Tell it what the job involves the way you would tell a person. It produces a properly itemised quote with your rates, your terms and your tax handling, ready for you to check.
Invoices raised the moment work is accepted
When a client approves a quote, the invoice already exists. Nothing gets re-typed, and the numbers cannot drift between the two documents.
Follow-ups that actually happen
Overdue invoices get a polite reminder on a schedule you set. You are told what went out and what came back — you are never the one having the awkward conversation first.
Deposits, part-payments and progress claims
Split a job across a deposit and a final invoice, or bill in stages as work completes. The balance stays correct without a spreadsheet.
Records that survive tax time
Every quote, invoice, payment and credit is kept against the client it belongs to, in a form your accountant can work from.
Your approval on anything that leaves
Nothing is sent to a client until you say so. The draft is prepared; the decision stays yours.
How it goes
- STEP 01Describe the job
By message, email or from a conversation that already happened with the client.
- STEP 02Check the draft
It comes back itemised and priced. Change anything you want to change.
- STEP 03Send and forget it
It goes out, gets tracked, and gets chased if it needs chasing.
Questions people ask
Does it handle GST and tax correctly?
Yes. Tax treatment is set once for your business and applied consistently to every quote and invoice, including tax-inclusive and tax-exclusive pricing.
Can I use my own invoice design?
Yes. Your logo, colours, payment terms and bank details are set once and used on everything that goes out.
What if I already use Xero or QuickBooks?
Connect it and records flow through, so your accountant keeps working the way they already do. If you do not use an accounting package, you do not need one.
Will it chase a client without asking me?
Only within the rules you set. You decide how many reminders go out and how firmly they are worded, and you can stop the sequence on any client at any time.
Stop doing the admin.
About ten minutes to set up. It starts working the same day.