Invoices

What it does

An invoice is a bill you send a client. Each invoice has a title, line items (description, quantity, unit price), a due date, and a total Quickie works out for you.

You can create an invoice three ways:

• From scratch on a client's page, typing your own line items.
• From a completed job — Quickie copies the job's details in.
• From an accepted quote — Quickie copies the quote's line items in.

Once created you can email it to the client, record payments against it, and mark it paid. The Invoices list gives you a money overview across every client, and invoices that pass their due date are flagged OVERDUE automatically.

Invoice statuses: Draft → Sent → Paid, plus Overdue when an unpaid invoice is past its due date.

Where to find it

• Per client: open Clients ▾ → Contacts, click a client, and scroll to the Invoices card.
• All invoices: open Money ▾ → Invoices (URL /dashboard/invoices).

Step by step

Create an invoice from scratch (on a client's page)

1. Open the client (Clients ▾ → Contacts → the client) and find the Invoices card.
2. Click Add invoice (top-right of the card).
3. The New invoice window opens. Fill in:

• Title — e.g. "May window clean".
• Due date — pick the date payment is due using the date picker.
• Line items — one row each: Description, Qty, Unit £. The line total shows on the right; click Add line for more rows, or the bin icon to remove one (keep at least one).
• Notes — anything the client should see on the invoice.

1. The Grand total at the bottom updates as you type.
2. Click Create invoice. You'll see "Invoice created" and it appears in the Invoices card.

Create an invoice from a completed job

1. On the client's page, scroll to the Jobs card.
2. Find a job with the Completed badge and click Create invoice next to it.
3. Quickie builds an invoice from that job. You'll see "Invoice created from job", and it appears in the Invoices card.

Create invoice only shows on jobs that are Completed.

Create an invoice from an accepted quote

1. On the client's page, in the Quotes card, open the ⋯ menu of an Accepted quote.
2. Click Create invoice.
3. The quote's line items are copied into a new invoice. You'll see "Invoice created from quote".

(See the Quotes guide for accepting quotes.)

Send an invoice by email

1. In the Invoices card (or the Invoices list), open the invoice's ⋯ menu.
2. Click Email to client (on the Invoices list it reads Send to client, or Resend if already sent).
3. Quickie emails the invoice and marks it Sent. You'll see "Invoice emailed to the client".

If the client has no email on file: you'll see "This contact has no email address on file". Add an email via Edit on the client's page first, then resend.

The client receives a link to their own invoice page where they can view it, print/save a PDF, and (if set up) pay online — see Recording payments & receipts.

Mark an invoice paid or unpaid

From the invoice's ⋯ menu:

• Mark paid — marks the whole invoice Paid. You'll see "Invoice marked paid" (or "Marked as paid" on the Invoices list).
• Mark unpaid (shown only on a Paid invoice) — sends it back to Sent.

Use Mark paid as a quick shortcut when you don't need to log payment details. To record an amount, method and date — and to handle part-payments — use Record payment instead (see the payments guide).

Delete an invoice

Open the ⋯ menu and click Delete, then confirm. This permanently removes the invoice and its line items.

On the all-invoices list, Delete is only available to the business owner.

What each screen shows

The Invoices card (on a client's page)

Each invoice shows:

• Its title and a coloured status badge (Draft / Sent / Paid / Overdue).
• Issued and Due dates — the due date turns red when overdue.
• A part-payment line where relevant: "Paid £X of £Y · £Z due", or "Paid in full".
• The invoice total, its line items, and any recorded payments underneath.

The Invoices list (/dashboard/invoices)

At the top, four summary cards covering all your invoices:

• Invoiced — the total value of invoices you've raised.
• Paid — the total actually received (this comes from recorded payments, not just the "Paid" status).
• Outstanding — what's still owed to you.
• Overdue — the value past its due date and unpaid; shown in red with a count, e.g. "Overdue (3)".

Below that:

• A status filter dropdown (All statuses / Draft / Sent / Paid / Overdue) and a count of matching invoices.
• A table with columns: Client, Invoice (title), Total (with a "£X paid · £Y due" note for part-paid ones), Status, Issued, and Due (red when overdue).
• A ⋯ actions menu per row (Send/Resend, Record payment, Mark paid/unpaid, Delete).

You can sort by clicking the Total, Status, Issued or Due column headers (click again to flip direction), and page through results at the bottom.

Tips & good to know

• Overdue is automatic. When an unpaid invoice (Sent) passes its due date, Quickie flags it OVERDUE — you don't change anything by hand. Recording enough payment, or marking it paid, clears the flag.
• The money figures follow payments, not labels. The Paid and Outstanding totals are built from the payments you record, so they stay accurate even if you forget to flip a status.
• Client name links. On the Invoices list, click a client's name to jump straight to their page.
• A due date is what makes the overdue flag work — set one when you create the invoice.

Troubleshooting

• "This contact has no email address on file." Add the client's email via Edit on their page, then send again.
• An invoice I marked paid still shows a balance. "Mark paid" only changes the status; it doesn't log an amount. If you'd recorded part-payments, the balance comes from those. Use Record payment to log the rest.
• "No invoices yet" on the list. Create one from a contact, a completed job, or an accepted quote — there's no standalone "new invoice" button on the list page.
• Can't see Delete on the list. Deleting from the all-invoices list is owner-only. Delete from the client's Invoices card instead, or ask the owner.

Related guides

• Quotes & estimates
• Recording payments & receipts