Help Centre / Quotes & Invoices
Quotes & Invoices
Create, send and manage your documents.
Create your first quote
Add a client, line items and pricing, then save or send.
Convert a quote to an invoice
Turn an accepted quote into an invoice without re-typing anything.
Choosing how your documents look
Pick one of five layouts and set your brand colour.
Sending a quote or invoice to a client
Email a document with an optional personal message.
What your client sees when they open a document
A clean web page of your document, with buttons to accept, pay or download.
How clients accept or decline a quote
Clients sign to accept a quote, or decline it, straight from the link.
Editing a quote or invoice you've already sent
Make changes after sending, and choose between a quick edit and a revision.
Voiding or replacing a document
Cancel an invoice you can no longer collect, or replace a document with a revision.
How quote expiry works
Quotes expire after their Valid Until date, and JobFlo keeps you posted.
Recurring invoices
Set an invoice to repeat automatically on a schedule.
Using templates for quotes and invoices
Save a set of line items once and reuse it on new documents.
Saved items — reusing common line items
Keep a library of individual line items, with prices, to reuse in seconds.
Downloading a quote or invoice as a PDF
Save a document as a PDF from your account or from the client link.
Setting default payment terms and notes
Pre-fill the notes, terms and email wording on every new document.
Adding a deposit or progress payments to an invoice
Split an invoice into stages, like a deposit and a balance.
Why is my invoice still showing as overdue?
An invoice stays overdue until it's paid in full or its balance is cleared.