Help / Getting paid

Invoicing basics

A bill from a link, and a status you can trust.

An invoice in Quotrr is a request for payment the customer opens from a link, no app, no login. It ties to the job, so the money lands on the right record and your per-job margin stays accurate.

Sending one

Create the invoice against the job and send it by text or email. The customer sees a clear line-item bill drawn from the job, what is due and what it covers, and a way to pay with Apple Pay from the same place they have been following the work. See Getting paid with Apple Pay and the customer portal.

Sent means delivered, not paid

Quotrr keeps the words honest. Sent means the bill reached the customer. Paid means the money moved. Two different facts, never mashed together.

Paid means paid

With Apple Pay, an invoice marks itself paid when the customer pays, so paid means paid. There is no button to mark a job paid on a handshake, because a record that says paid when no money moved is a lie to your own books. If cash came in some other way, you record what actually happened, not a hope. When Quotrr says paid, you can trust it, and so can anyone reading your records.

One invoice, one job, one truth

The invoice draws from the job, so it cannot drift from the work. The line items are the scope that was signed and the work you logged, not a fresh document typed from memory. No billing spreadsheet on one side and a job list on the other, reconciled on a Sunday. There is one record, and the invoice is part of it.

Invoices work alongside milestones for collecting as the job advances, and change orders when scope moves.