Create Professional Quotes & Invoices in Seconds

Generate beautiful, professional quotes instantly and convert them to invoices with one click. Track payments, send reminders, and manage your billing process efficiently.

Quotes & Invoices

Quote #Q-2847

Itemized · One-click to invoice

Invoice · Payment link

Reminders · Recurring

Complete Billing Solution

Professional Quote Generation

Create detailed, professional quotes with itemized pricing and terms.

One-Click Invoice Conversion

Convert approved quotes to invoices instantly with all details automatically populated.

Integrated Payment Processing

Include payment links in invoices for faster payment collection.

Automated Payment Reminders

Send automatic payment reminders for overdue invoices.

Payment Tracking

Track payment status and generate financial reports automatically.

Recurring Billing

Set up automatic recurring invoices for long-term rentals.

How It Works

Create quotes, convert to invoices, and get paid — with reminders and tracking built in.

STEP 1

Create Professional Quotes

Generate itemized quotes with pricing and terms. Customize templates to match your brand so every quote looks professional.

STEP 2

Convert to Invoices

One click turns an approved quote into an invoice with details carried over. Set up recurring billing for long-term rentals.

STEP 3

Get Paid & Track

Add payment links to invoices, send automated reminders for overdue amounts, and track payment status and financial reports in one place.

Examples of How Partners Use Quotes & Invoices

You control the billing flow. These are just a few ways partners use quotes and invoicing to look professional and get paid faster.

Quotes

  • Professional templates
  • Itemized pricing
  • Branded documents
  • Instant generation

Invoicing

  • Quote to invoice
  • One-click conversion
  • Recurring billing
  • Payment links

Collection

  • Integrated payments
  • Automated reminders
  • Overdue follow-up
  • Faster payment

Tracking

  • Payment status
  • Financial reports
  • Export data
  • Billing visibility

Common questions

Answers to frequent questions about this feature.

Can I customize my rental rates?

Yes. Each piece of equipment has its own daily rate, weekly rate, monthly rate, and hourly rate that you set individually. You can also configure surcharges for short rentals, set minimum rental durations, and add unlimited discounts or fees on top of your base rates. Add-on services can be configured as additional charges. This gives you full flexibility over your pricing structure for every item in your fleet.

Can I create promotional or coupon codes for rentals?

Yes. You can create promotional codes for one-time use or multiple uses and share them with customers or run campaigns. You can set restrictions, expiration dates, and usage limits so each promo fits your strategy.

How do surcharges and discounts work per equipment?

You can combine hourly, daily, weekly, and monthly rates and add surcharges for short rentals if you want. Settings are configurable per equipment, so each item can have its own structure. You can also add any number of discounts or fees on an individual booking basis.

Can I send invoices or payment links to customers?

The system is designed primarily for upfront online payment at the time of booking. For customers on custom terms, you can manage billing within the system. The core booking flow captures payment during checkout to streamline the process.

Start Professional Billing Today

Impress customers with professional quotes and get paid faster with automated invoicing.

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