Professional Invoicing System

Simple Invoice Generation from Quotes

Turn approved quotes into professional invoices with one click. Generate beautiful PDFs and share secure web views with customers through their portal.

SolarCorp Invoice #2024-001
Solar Panel Installation$15,600
Inverter System Setup$3,200
Total:$18,800
Quote Integration

One-Click Quote-to-Invoice

Transform approved quotes into professional invoices instantly - no manual data entry required

Magical Invoice Creation

Click one button to instantly generate an invoice that exactly matches your customer's quote - all line items, pricing, and details automatically copied over.

Professional PDF Generation

Beautiful, branded PDF invoices are generated automatically, ready to download, print, or share with customers.

Secure Web Viewing

Customers can view their invoices through a secure token-protected web link, without needing to download files.

Customer Portal Integration

All invoices are automatically shared in your customer's branded portal, keeping everything organized in one place.

Customer Portal

Invoice Status
Invoice #2024-001 - Johnson Residence Shared in Portal
Invoice #2024-002 - Miller Commercial Available
Invoice #2024-003 - Davis Solar Project Ready to Share

Simple Invoice Sharing

Share professional invoices with customers through their branded portal - no complex payment processing needed.

Customer Portal Access

Invoices automatically appear in each customer's branded portal

Secure Token Protection

Web-based invoice viewing protected by secure tokens

PDF Downloads

Customers can download professional PDF invoices anytime

Professional PDF Generation

Beautiful, branded PDF invoices generated automatically from your quotes

Secure Token Viewing

Customers access invoices through secure, token-protected web links

Customer Portal Integration

All invoices automatically appear in your customer's branded portal

Everything You Need, Nothing You Don't

Simple, professional invoicing that focuses on what matters most - getting your invoices to customers quickly and securely.

Quote Line Items: All line items from your quote are automatically copied to the invoice
Professional Branding: Your company logo, colors, and information on every invoice
PDF Download: Customers can download and save PDF copies for their records
Secure Access: Token-protected web viewing ensures only authorized customers see invoices
Portal Organization: Invoices stay organized in the customer's branded portal