Invoices & quotes

Quote it, invoice it, get paid for it

A quote the customer can accept from their phone, which becomes an invoice without anyone retyping it, and chases itself when it goes unpaid.

14 days free · No credit card · Cancel any time

Invoices & quotes in Trimsy
1Quote acceptedFrom the link, no login
2Invoice raisedPriced as quoted
3Part paidBalance tracked
4Reminder sentLogged, never twice

01

Quotes that answer themselves

Send a link. They read it, accept or decline, and you find out without a follow-up call.

  • Accept or decline from the link — no login, no account
  • Standalone quotes, or quotes attached to a job
  • Converts straight to an invoice or a booking, priced as quoted
  • Prices snapshot at the time, so a catalogue change never rewrites history

02

GST handled properly

Tax-inclusive or tax-exclusive, stated correctly on the document either way.

  • Tax-inclusive or exclusive pricing per your setup
  • Customer ABN / tax number on the invoice
  • Deposits and part payments tracked against the balance
  • Card surcharge applied and shown as its own line

03

Chasing that happens without you

An unpaid invoice is a task nobody enjoys. This one does it on a schedule.

  • Automatic reminders on the days you choose
  • A log of every reminder sent, so nobody is chased twice
  • Part-paid and part-refunded states, not just paid / unpaid
  • PDF built from a template you pick, carrying your branding

Walkthrough

Where the money sits, at a glance

Draft, unpaid, part paid and overdue are counted at the top, so the question "what is outstanding" is answered before you filter anything.

Step 1

Four counters, then the detail

Every invoice carries its number, customer, issue and due date, total, balance and status. Part paid is its own state rather than a rounding of paid or unpaid, and Record Payment sits on the row so settling one takes a click rather than a screen.

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