What it does
Every quote and invoice in Quickie has its own private, shareable web page reached through a long, unguessable link (a "token"). You send that link to your client — they don't need an account or a password.
On these pages your client can:
- Quote page — read the quote and tap Accept this quote (which automatically books the job) or Decline.
- Invoice page — pay online by card (only if you've connected Stripe), or tap I've paid this to let you know they've paid another way (cash, bank transfer, etc.).
- Either page — tap Download PDF to save or print a clean copy.
The pages are branded with your business name and are deliberately not listed on search engines.
Where to find it
You don't browse to these pages yourself — you send the link to your client, usually by email. The public addresses are:
- Quote:
/q/<token>(for examplehttps://your-app-address/q/AbC123...) - Invoice:
/i/<token>
You can also open any of them yourself to preview, from the client's record (see below).
Step by step
Send a quote to a client
- Go to Clients in the top menu and open the client's record.
- Scroll to the Quotes card and find the quote (it must be a Draft).
- Click the ⋯ (more actions) button on the right of the quote, then choose Email to client.
- Quickie emails the client a message containing their personal quote link. They click it and land on the public quote page.
Preview a quote or invoice yourself
- Open the client's record under Clients.
- In the Quotes or Invoices card, click the ⋯ button next to the item.
- Choose View / PDF. The public page opens in a new browser tab so you can see exactly what your client sees.
Send an invoice to a client
- Open the client's record under Clients.
- Scroll to the Invoices card and find the invoice.
- Click the ⋯ button, then Email to client. The email includes the invoice's payment link.
What your client does on a quote page
- The client opens the link and reads the quote — your business name, the line items, and the total.
- If the quote is still open, they see Accept this quote and Decline buttons. Tapping Accept books the job for you automatically and shows "Quote accepted — thank you!"; tapping Decline marks it declined and shows "Quote declined — thanks for letting us know."
- Once accepted, the buttons are replaced with ✓ You accepted this quote (or "You declined this quote").
You can still mark a quote declined yourself too — open the client's record, click the ⋯ button on the quote, and choose Mark declined. A declined quote can no longer be accepted from its link.
What your client does on an invoice page
- The client opens the link and reads the invoice, including a running Balance due.
- Depending on your setup they'll see:
- Pay £X now — only if you've connected Stripe. This takes them to a secure Stripe card-payment page. When they finish, the invoice updates to paid.
- I've paid this — for clients paying by cash, cheque or bank transfer. Tapping it tells you they've paid; you then confirm the payment in Quickie.
- After they tap I've paid this, the button changes to "Payment reported — awaiting confirmation", and they see a note that you'll confirm shortly. You'll be notified by email.
- Once the invoice is fully paid, the page simply shows ✓ Paid — thank you.
Download or print a PDF
- On any quote, invoice or statement page, tap Download PDF.
- Your browser's print window opens. Choose Save as PDF (or pick a printer) and confirm.
- The page is specially styled for printing — the buttons and footer are hidden, leaving a clean document.
This works the same for you (when previewing) and for your client.
What each screen shows
Quote page
- A header with the word Quote, your business name, and a status badge (e.g. Sent, Accepted).
- To — the client's name (and business name if set).
- The quote date.
- A table of line items: Description, Qty, Unit price, Amount.
- The Total.
- Any notes you added.
- Action buttons: Accept this quote / Decline (when open) and Download PDF.
Invoice page
- A header with the word Invoice, your business name, and a status badge (e.g. Sent, Overdue, Paid).
- To — the client's details.
- Dates: Issued, Due (shown in red if overdue), and Paid once settled.
- A table of line items and the Total due.
- Any payments already recorded, each subtracted, with a running Balance due (shown in green when nothing is left to pay).
- Any notes you added.
- Action buttons: Pay £X now (if Stripe is on), I've paid this, and Download PDF.
Tips & good to know
- No login, but still private. The link contains a long random token, so only someone you've shared it with can open the page. Treat the link like a password — anyone with it can view that one document.
- The "Email to client" buttons do the work for you. They generate and send the correct link automatically, so you rarely need to copy a URL by hand.
- "I've paid this" is a heads-up, not a confirmation. It records that the client says they've paid and emails you, but the invoice isn't marked Paid until you confirm it (for example by recording the payment on the client's record).
- Re-accepting a quote is safe. If a client taps Accept twice, Quickie won't create a duplicate job.
- PDF = your browser's print. Quickie doesn't generate a separate file; it uses your browser's built-in "Save as PDF", which keeps things consistent on any device.
Troubleshooting
- "Quote not found" / "Invoice not found". The link is mistyped, or the quote/invoice has since been deleted. Re-send a fresh link from the client's record.
- A client can't see a Pay button. Online card payments only appear when Stripe is connected. Without Stripe, clients use I've paid this instead and pay you directly.
- "This invoice is already paid." The balance is already settled, so there's nothing to pay — no action needed.
- "This quote was declined and can no longer be accepted." You (or a teammate) marked the quote as declined. Create a new quote if the client wants to go ahead after all.
- "Too many attempts. Please wait a moment." To prevent abuse, each action (accept, pay, report payment) is limited to a few tries per minute from the same place. Wait the stated number of seconds and try again.
- The PDF includes buttons or looks wrong. Use the Download PDF button rather than your browser's own menu — it's set up to hide the buttons and footer for a clean print.