Feature
Professional invoices, standalone or from a quote.
Create a branded, professional invoice from an accepted quote, import a quote from another tool, or start from scratch. Line items, pricing, and payment instructions flow automatically. No formatting, no spreadsheets.
Three ways to start
From an accepted quote, import a quote from elsewhere, or create a blank invoice from scratch. The tool works standalone.
Payment instructions panel
Amount due, payment reference, and due date in a highlighted panel. One-click copy for customers.
Customer actions
Customers can mark payment as sent or dispute the invoice. Clear status for both parties.
What is invoicing in QuoteCore+?
Invoicing is a standalone tool. You can generate an invoice from an accepted quote in QuoteCore+, import a quote from another tool, or create a blank invoice from scratch. However you start, the result is a branded, professional invoice document with line items, totals, and payment instructions.
Every invoice includes a payment instructions panel with the amount due, payment reference, and due date. Customers can copy payment details with one click, mark payment as sent, or dispute the invoice. You see the status of every invoice without chasing emails.
How it works
Start from a quote or from scratch
Generate an invoice from an accepted quote in QuoteCore+, import a quote from another tool, or create a blank invoice from scratch. Three ways in, same professional result.
Line items flow automatically
When starting from a quote, line items, descriptions, quantities, and pricing flow directly from the quote's Smart Components™. No re-entry, no formatting.
Payment instructions included
Every invoice includes a payment instructions panel with amount due, payment reference, and due date. Customers copy details with one click.
Send and track
Send the invoice to your customer. They can mark payment as sent or dispute the invoice. You see the status of every invoice without chasing emails.
Who it's for
Contractors who want to send professional invoices without manually formatting them. Whether you quote in QuoteCore+ or elsewhere, the invoicing tool gives you a clean, branded document with payment tracking.
What problem it solves
Manual invoice formatting
Creating invoices from quote data means re-entering line items, quantities, and prices. The invoice builder does this automatically.
Missing payment details
Invoices without clear payment instructions lead to delayed payments. Every QuoteCore+ invoice includes a payment panel with all the details.
No invoice tracking
When invoices are sent as PDFs, you don't know if the customer has seen them or acted on them. QuoteCore+ tracks status automatically.
Frequently asked questions
Do I need a quote to create an invoice?
No. You can generate an invoice from an accepted quote in QuoteCore+, import a quote from another tool, or create a blank invoice from scratch. The invoicing tool works standalone.
Do invoices include payment instructions?
Yes. Every invoice includes a payment instructions panel with the amount due, payment reference, and due date. Customers can copy payment details with one click.
Can customers pay or dispute invoices online?
Yes. Invoices include action buttons for customers to mark payment as sent or dispute the invoice. This gives both parties a clear record of invoice status.
Related
Digital roof takeoff
Measure the job. The takeoff flows into the quote, and the quote flows into the invoice.
Smart Components™
Components carry pricing through from takeoff to quote to invoice.
Material ordering
Order materials from suppliers and invoice customers from the same data.
Free invoice generator
Create a professional invoice for free, no signup required.