Quote jobs, bill in stages with progress invoicing, collect deposits, and convert approved quotes to invoices — all without leaving the site.
Enable progress invoicing on a quote and bill for each completed phase as a percentage or fixed amount. Over-billing protection prevents invoicing beyond 100% of the quote total. Use it for large jobs split across multiple months.
Send a branded quote, get the client's approval on the share link, then convert it to an invoice in one click. All line items, blocks, and amounts carry over — no retyping.
Collect a deposit up-front by recording a partial payment against the invoice. The running balance tracks what's still owed. Add the final payment when the job is complete.
The iOS and Android apps give you the full Invotify experience on your phone. Create a quote on-site, record a cash deposit, or send a reminder — without returning to the office.
Enable 'Allow progress invoicing' on the quote. Once the quote is accepted, each phase is billed as a separate invoice — you choose the percentage or fixed amount for each milestone. Invotify prevents the total from exceeding 100% of the quoted amount.
Yes. Create the invoice for the full job amount, then record the deposit as a partial payment (with the amount, date, and payment method). The invoice shows the running outstanding balance until the final payment is recorded.
Yes. Every quote has a public share link. The client opens it, reviews the quote, and can accept or reject it — no login needed. You see the status update in the dashboard and can then convert the accepted quote to an invoice in one click.
Yes, with a Pro plan. Connect your Stripe account and Invotify adds a payment link to every invoice email and the client portal. Clients pay by card, Apple Pay, Google Pay, iDEAL, or SEPA. The invoice status updates automatically.
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