Invoices

Create, send, and track invoices directly from QuoteCore+.

Invoices

The Invoices section lets you create professional invoices, send them to customers, and track payment — all without leaving QuoteCore+.

What you can do

  • Create a blank invoice or generate one directly from an accepted quote.
  • Customise the invoice with your branding, line items, payment details, notes, and terms.
  • Control exactly what the customer sees — show or hide individual lines, prices, and quantities.
  • Send via email from QuoteCore+, generate a copy-ready email, or share a direct link.
  • Track the invoice through its lifecycle: Draft → Sent → Viewed → Payment Reported → Paid.
  • Set up invoice templates so your business details and payment instructions auto-fill on every invoice.

Lifecycle

StatusMeaning
Draft (Unsent)Created but not yet sent to the customer
SentYou sent it; customer hasn't opened the link yet
ViewedCustomer opened the public invoice page
Payment ReportedCustomer clicked "Payment Sent" on their page
PaidYou confirmed payment received
DisputedCustomer raised a dispute
CancelledInvoice cancelled; customer link stops working

Last updated: Sun Jun 07 2026 00:00:00 GMT+0000 (Coordinated Universal Time)