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Invoices: from quote to payment

Create an invoice from an approved quote in one click, email it and let reminders go out automatically.

After approval you can now create an invoice from the quote. It is a fixed copy with its own number.

New

  • Invoice number F-YYYY-0001 and PDF
  • Status open, paid or cancelled
  • Email an invoice with a customer page
  • Automatic reminder after the due date
  • Create, search and email invoices in Claude
  • Moneybird: create the invoice as a draft

Also read: From quote to invoice without retyping.

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