Invoices & Payments
Send invoices, collect payments online via Stripe, and chase overdue balances.
Convert a Quote to an Invoice
Convert an accepted quote into a draft invoice. Line items and customer details carry over in one click.
Create an Invoice
Create a blank QuoteBolt invoice from Invoices. Add a contact and property, then fill line items and send when ready.
Understanding Invoice Statuses
What Draft, Sent, Viewed, Paid, Overdue, and Void mean — and which invoice actions apply at each stage.
Sending Invoices to Customers
Send a draft invoice, handle the Stripe gate if needed, then record offline payment or let the customer pay online.
How Customers View and Pay Invoices
What customers see on the public invoice page, when Pay Now appears, and how Pending, Paid, Overdue, and Void show up for them.