Invoice the job and get paid
38 sec, filmed in the app on our demo plumbing business
Start freeHow to turn an accepted quote into an invoice and get paid. Press Convert to Invoice and every line comes across, so there is nothing to retype.
Send it, and your customer opens it online and sees what is owing and when it is due. With your bank details added, or card payments connected, they can pay from the invoice. When the money arrives, press Mark Paid and confirm the date: the invoice is paid and the payment is in your books.
In this video
- 0:04
Convert the quote to an invoice
When a quote is accepted, press Convert to Invoice. Every line comes across, so there's nothing to retype.
- 0:11
Send the invoice
Check it over, then press Send Invoice. Your customer gets it by email.
- 0:16
What your customer sees
They open it online and see what's owing and when it's due. Add your bank details or connect card payments, and they can pay you from here too.
- 0:25
Mark it paid
When the money comes in, press Mark Paid and confirm the date.
- 0:29
Paid and in your books
It's marked paid, and it's in your books.
Common questions
Does the invoice copy everything from the quote?
Yes. When a quote is accepted, press Convert to Invoice and every line comes across, so there is nothing to retype.
How can my customer pay the invoice?
They open it online and see what is owing and when it is due. Add your bank details or connect card payments, and they can pay from the invoice.
What happens when I mark the invoice paid?
Press Mark Paid and confirm the date. The invoice is marked paid and the payment is in your books.
Read more
Read the transcript
Let's turn an accepted quote into an invoice and get paid.
When a quote is accepted, press Convert to Invoice. Every line comes across, so there's nothing to retype.
Check it over, then press Send Invoice. Your customer gets it by email.
They open it online and see what's owing and when it's due. Add your bank details or connect card payments, and they can pay you from here too.
When the money comes in, press Mark Paid and confirm the date.
It's marked paid, and it's in your books.
Start free today at onebookplus.com.au.