Creating & Sending Invoices

Create standalone invoices without a Sales Order. Go to Sales → Invoices → Create Invoice. Useful for buyers not using Quotable, ad-hoc billing, service invoices, or billing outside the standard SO workflow.

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Upload invoice files you've created in other systems (Excel, Word, PDF). AI Parser extracts all data with 99% accuracy and populates invoice fields automatically.
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​Supported Formats
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Documents

Images

Go to Invoices dashboard and click + Create Invoice. Select buyer from your contacts or enter new buyer information.

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Fill in:

Add products from My Products catalog or enter manually. Include descriptions, quantities, unit prices, and discounts if applicable. System auto-calculates subtotals, taxes, and grand total.
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Click Create & Send Invoice. Invoice delivered to buyer with embedded payment options.
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When you send an invoice, the system automatically creates a corresponding Bill in the buyer's account. Buyer receives email notification with invoice and payment link. Bill appears in their Bills dashboard immediately.
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​Q: What if the Buyer doesn't have an active Quotable Account?
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​Answer: The Buyer doesn't need to have an active Quotable account to receive your invoice. The buyer can still receive, view and download invoices via no-login links.
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Buyers receive professional email including invoice summary, payment link button ("Pay Now"), due date and payment terms, and your company branding.
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Buyers can:

Invoice delivered to buyer, awaiting payment. This is the initial status when invoice is first sent.
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Buyer has made partial payment. Remaining balance is still due. Track partial payment progress in invoice details.
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Full invoice amount received and verified. Transaction complete. Invoice marked as fully paid.
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Invoice cancelled. No payment expected. Use when invoice was sent in error or order was cancelled.

Default status when invoice is sent. No payments received yet.
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Manual Payment submitted by buyer but awaiting your verification. Applies to offline payments (bank transfers, checks).
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Some payment received, balance remaining. Shows amount paid and amount due.
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Full amount received and verified. Payment complete.

For international buyers, embedded payment links use Stripe infrastructure. Supports credit/debit cards, digital wallets, and multiple currencies.
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For Philippine market, embedded links use PayMongo. Supports cards, GCash, GrabPay, and local payment methods in PHP.
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Buyers click "Pay Now" in email and complete payment in seconds. Reduces collection time from 3-60 days to same-day payment.
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Every invoice includes:

Create invoices for buyers who don't have Quotable accounts. They receive the invoice via email and can pay via embedded links without logging in.
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Invoice for services rendered that don't follow the standard product order workflow. Consulting, professional services, or subscription billing.
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Bill for one-time charges, adjustments, or additional fees not connected to a specific Sales Order.
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When buyers accept your manual quotes verbally or via email, create invoices directly without waiting for formal PO or SO workflow.

Create professional invoices independently, upload for AI extraction, and send with embedded payment links. Get paid faster without requiring Sales Orders or complex workflows.