Invoice from a payment schedule

Once a quote with a payment schedule is sent, you don’t retype anything to bill it.

1Invoice a stage

On the quote, next to the stage you’ve reached, choose Invoice this stage. Plott makes the invoice from the quote: the amount, GST and your bank details.

2An invoice on its own

For something not on a quote, like a design fee, choose + New, then Invoice.

3Send it

Press Send invoice. It gets the next number in this financial year’s series and can’t be edited after this. Your client sees it on their link, with the PDF, and gets it by email.

4If something is wrong

Choose Cancel invoice and issue a new one for the right amount. The cancelled number stays in your series, marked cancelled, because GST expects no gaps.