Quotes & invoices¶
BaseCloud keeps every quote and invoice on the client it belongs to. You make them from the client, follow them up on the Accounting page, and take payment by marking them paid or with an online payment link.
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The Accounting page
Every quote and invoice in the account, with filters, bulk actions and export.
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Make a quote or invoice
Add lines from the Pricebook, send it by email, and turn a quote into an invoice.
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Payments
Mark invoices paid, take payment online, reconcile, and void.
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Recurring invoices
Invoice a client the same lines every month, on the day you choose.
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The Pricebook
Your catalogue of services, parts and packages, and the full-screen quote builder.
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Set up invoicing
How documents look, online payments, tax, currency and tracking categories.
Quotes and invoices¶
A quote (QU) is an offer; an invoice (INV) asks to be paid. They share one sequence of numbers, and the letters in front say which it is. A quote becomes an invoice when you convert it or mark it paid, and keeps its number: QU1101 becomes INV1101.
Who can do what¶
Each action has its own right, so an administrator can, say, let dispatchers raise invoices without letting them record payments.
| Right | Lets you |
|---|---|
| View Invoices | See quotes and invoices: the Accounting page, a client's Accounting tab, the Pricebook |
| Create Invoices | Make quotes and invoices, and duplicate them |
| Edit Invoices | Change lines, convert quotes to invoices, and edit the Pricebook |
| Pay Invoices | Mark invoices paid or unpaid |
| Reconcile Invoices | Mark invoices reconciled |
| Delete Invoices | Void quotes and invoices |
| Export Invoices | Export to a CSV file |
Buttons you don't have the right for are greyed out with No access, or not shown. See Why can't I see something?
Accounting software¶
Automations can copy invoices to Xero or Sage as they're created, converted, paid or voided — start a workflow with the CRM Trigger's Invoice Event, then use the Xero or Sage task.