Quote it, win it,
invoice it.
A quote and an invoice are the same information at two points in time, so BillMate treats them that way. Build the quote once; when the customer says yes, it becomes the invoice without retyping a line.
- Saved clients and services. Pick from the list, price it, done. No copying details from the last one.
- Quote to invoice in one step. Accepted quotes convert with their line items, client and numbering intact.
- PDF that looks like yours. A template designer with your logo, colours and background, per business.
- Sent from BillMate. Invoice emailed as a PDF with a View Invoice link to a public page the customer can open without an account.
- Did they open it? Email open tracking, so you know whether an unpaid invoice is unpaid or unread.