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Create and manage customer quotes and invoices. Pull line items from your Service Catalog, set payment terms, and send via Stripe for hosted online payment or QuickBooks for accounting sync.

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What it does

  • Quote drafting — Build multi-line quotes with custom descriptions, quantities, and pricing
  • Invoice generation — Convert service agreements or manual line items into invoices
  • Dual destinations — Send invoices to both Stripe (online payment) and QuickBooks (accounting)
  • Catalog integration — Pick from your Service Catalog or enter free-text items
  • Payment options — Card, ACH, bank transfer, SEPA debit, and more per invoice
  • Tax & due date control — Set tax rate and override the default 30-day due window

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How to create a quote

1

Open Quotes and click New Quote

In the PSA module sidebar, click Quotes, then click the New Quote button.
2

Fill quote basics

Enter a title (e.g. “Managed IT Services Proposal”), select a company and contact (optional), and set a validity date.
3

Add line items

Click Add Item. For each row, enter description, quantity, and unit price. Total calculates automatically.
4

Set tax and review totals

Enter a tax rate (%). Subtotal, tax amount, and grand total update in real time.
5

Create the quote

Click Create Quote. The detail page lets you review, send, or edit before acceptance.

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How to generate an invoice

1

Open Invoices and click Generate Invoice

In the PSA module sidebar, click Invoices, then click Generate Invoice.
2

Choose destination(s)

Check Stripe (for hosted online payment) and/or QuickBooks (for accounting sync). If QB is checked, link a Portal Company; click Sync now if not yet synced.
3

Select a client and agreement (optional)

For Stripe, pick a customer from your connected Stripe account. Optionally link a Service Agreement to auto-populate the monthly recurring charge.
4

Set period and line items

Define the billing period. Add manual line items by picking from your Service Catalog or entering free-text descriptions and amounts. Catalog items sync to Stripe automatically.
5

Configure payment options

Set a custom due date (default: 30 days from invoice date). Enable payment methods: Card, ACH, Link, Bank Transfer, SEPA Debit. If none selected, Card and ACH are used.
6

Generate the invoice

Click Generate. The invoice is created and synced to your chosen destination(s).

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Stripe & QuickBooks behaviour

Stripe invoices are hosted online. Customers receive a link and can pay directly. You track payment status in real time. QuickBooks invoices sync to your QuickBooks account. They don’t include an online payment link; customers receive the PDF and pay via the methods you specify offline. Configure both in Settings → Integrations:
  • Stripe — Per-organization Stripe account connection
  • QuickBooks — Per-organization QuickBooks authorization

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Supply dates & tax compliance

When adding manual line items, optionally enable Supply date to specify a single date or date range (e.g. “Service period: 2026-05-01 — 2026-05-31”). This is rendered on the Stripe invoice and helps satisfy UK/EU tax-point rules.

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Frequently asked questions

Not directly today. View the quote’s line items as a reference, then create an invoice with them. We plan to automate this flow.
The invoice retains the price and description at the time of generation. Historical invoices are unaffected. A new Stripe Price is created on the next sync if the unit amount or currency changed.
Yes. Check both destinations, link a Portal Company for QB, and generate. The invoice is created in both systems independently.
Line Items are one-off charges on a single invoice. Service Agreements (Projects & Agreements) define recurring billing (monthly + hourly). You can link an agreement and still add extra line items.