Invoices & Payments
Send invoices, collect payments online via Stripe, and chase overdue balances.
Creating Your First Invoice
Learn how to create a new invoice in QuoteBolt — add customer details, line items, tax, and notes, then save as a draft or send immediately.
Convert a Quote to an Invoice
Turn an accepted quote into a payable invoice with one click.
Creating an Invoice from Scratch
How to manually create a new invoice in QuoteBolt — useful for billing jobs that didn't start as a quote.
Understanding Invoice Statuses
What each invoice status means and how invoices progress from draft to paid.
Sending Invoices to Customers
How to send an invoice via email with a payment link your customer can click to pay.
Setting Up Online Payments
Connect your Stripe account to QuoteBolt so customers can pay invoices online with a credit card. Available on Pro and Elite plans.
Accepting Online Payments with Stripe
Connect Stripe to QuoteBolt so customers can pay invoices online via a secure payment link.
How Customers View and Pay Invoices
Understand what your customers see when they receive an invoice — the public invoice page, payment flow, and status updates.