Use cases · Finance
Invoice an accepted quote
The invoice from the quote your customer accepted, in full or in parts.
- Best for
- Owners and bookkeepers who invoice what was agreed.
- You give it
- The accepted quote.
- Where it runs
- Chat, App
- Needs
- Any plan with the module on.
How it runs.
- The Agent drafts the invoice with the quote's lines and total, on the same letterhead, naming its quote.
- Invoicing in parts, the quote counts what is left.
- You issue it.
You get
A numbered invoice, dated the day it is issued and locked.
You decide
Waits for your yes, unless you chose Full autonomy. An approval rule can add a named approver for a large invoice.
Say it in the chat
Invoice the accepted quote for [customer].
Change the words in brackets. Nothing is sent until you press Enter.
More for financeFor finance teams
- Quotes & invoicesQuotes, invoices and paymentsWhere this lives
- Match one payment to its invoicesOne transfer, several invoices, each marked paid or part paid.Chat · App
- Chase late payments, one reminder per invoiceEvery overdue invoice gets its own reminder, from your own address.Chat · App
- Correct an issued invoice with a credit noteFix a mistake without touching the invoice.App
Give the Agent this job.
Start free, and see the result wait for your yes.