Quotes & Invoicing

Every line,
priced and supplied.

One figure, from the first quote to the final payment. It comes off the job itself, so nothing is re-typed, nothing drifts, and what is still owed is never a guess.

Mrs Helen Whitaker

ENQ-1042

Alive Medium 41 Manor Way, Leeds, LS1 1FQ
Details Appointments Products Tasks Follow-ups

Products

Line items and pricing for this enquiry.

Add product
Product Supplier Qty Price
Aluminium Slimline Window In stock EdgeFold Systems 3 £2,160.00
Aluminium Front Door In stock Northern Frames Ltd 1 £1,750.00
Total £3,910.00

Quote from the job, not a blank page

Nothing is retyped. The customer, the address and the lines are already there, so pricing is a step in the job — not a separate document that drifts from it.

Discounts that behave

Pounds or percent, either side of VAT. It lands on the right line and the VAT follows the right figure — including the ones people get wrong by hand.

VAT your way round

Retail customers see the price they will actually pay. Trade sees net, with VAT beneath. Same job, either way, and the breakdown is right without anyone checking it.

Deposit now, balance later

A deposit at the door, a part payment mid-job, the rest on completion. The balance keeps itself right, and the job says paid in full the moment it is.

The rules behind the figure

Set once, applied to everything.

How a job is priced and how its paperwork is numbered are settings, not habits — so they hold whoever raises the next one.

VAT and discounts

Inclusive or ex-VAT per job. A fixed £ discount can come off the net, with VAT charged on the reduced amount — or off the gross, after VAT.

Your numbering, continued

Reference numbers follow a pattern and a counter you set, per document kind — so you carry on from your existing sequence.

Templates you control

Your logo, your accent colour and your own footer text, set per document kind in the report designer.

What comes off one priced job

Six documents, one figure.

Every document a job needs comes off the same priced record, so no two of them can disagree.

Straight from the job

Download, print or email any of them from the record itself.

Office copy, customer copy

The customer’s copy carries your letterhead.

Or design your own

Build your own layouts in the report designer and they appear in this list.

Reports

Report Actions
Customer quotation For the customer Download Print Email
Proforma invoice Request payment up front — not a VAT invoice Download Print Email
Customer invoice For the customer Download Print Email
Office invoice Internal — includes payment history Download Print Email
Completion certificate Signed sign-off Download Print Email
Job sheet For the install team Download Print Email
Design your own quote, invoice or job sheet layouts Report designer

Report designer

Start from a template. Or a blank page.

Open a starter, move what you want, save it as your own. Or begin from nothing.

Modern quote

Classic invoice

Proforma invoice

Job sheet

Blank page

Your logo, your colours and your footer text are set once under Brand & footers and carry across every document — so a change of address or a new VAT number is one edit, not six.

Frequently Asked Questions

Straight answers, before you commit to anything.

Can I add suppliers and quantities per line?
Each line carries its product, supplier, quantity and price, with the total calculated underneath. So you can see who a job's parts are coming from without opening anything else.
How do deposits and part payments work?
Take a deposit at the door, a part payment mid-job and the rest on completion. The outstanding balance keeps itself right, and the job shows paid in full the moment it is.
Can I design a layout we already use on paper?
The report designer lets you build your own quote, invoice or job sheet layouts, and they show up alongside the standard ones.
Where do issued documents live afterwards?
On the job record. Everything a job has produced is on the one record rather than scattered across someone's Sent folder.

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Stop losing the hot leads in the pile.

Start a free 7-day trial and put your next week of enquiries through EasyBase.