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
| Status | Meaning |
|---|---|
| Draft (Unsent) | Created but not yet sent to the customer |
| Sent | You sent it; customer hasn't opened the link yet |
| Viewed | Customer opened the public invoice page |
| Payment Reported | Customer clicked "Payment Sent" on their page |
| Paid | You confirmed payment received |
| Disputed | Customer raised a dispute |
| Cancelled | Invoice cancelled; customer link stops working |
Related
Last updated: Sun Jun 07 2026 00:00:00 GMT+0000 (Coordinated Universal Time)