Make an invoice and get paid

Step 1

Make the invoice from the quote

On an accepted quote, the main button makes the invoice. With a payment schedule, each step is billed separately, starting with the advance.

1. 1Open the accepted quotation
2. 2Tap “Bill advance” (or “Make invoice” without a schedule)
3. 3Later, tap “Bill on completion” for the next step

Tip: You can also start an invoice on its own: “+” then “New invoice”.

Step 2

Send the invoice

Invoices are due in 7 days by default. Send the link on WhatsApp just like a quote.

1. 1Tap “Send on WhatsApp”
2. 2Choose the client's chat and send

Step 3

How your client pays

On a phone, “Pay” opens their UPI app with the amount filled in. On a computer they see a QR code. Your bank details are there too, with copy buttons.

1. 1The client pays from their UPI app
2. 2Then taps “I've paid” to tell you, with the amount and reference

Tip: The money goes straight to your UPI or bank. Quotera never handles it.

Step 4

Confirm a payment

When the client says they paid, you see it on the invoice and on Home. Check your bank or UPI app first, then confirm.

1. 1Tap “Received, record it” if the money arrived
2. 2Tap “Not received” if it didn't

Step 5

Record a payment yourself

Got cash, a cheque or a transfer? Record it on the invoice. Part payments are fine; the invoice shows what's still due.

1. 1Tap “Record payment”
2. 2Type the amount, or tap “Use full amount”
3. 3Choose how they paid and tap “Save payment”

Step 6

Let reminders go out on their own

Switch on payment reminders and Quotera emails clients on the due date, then 3, 7 and 14 days late, with the amount and your payment link. They come from your business name, and replies reach you.

1. 1Turn them on in Settings, under “Getting paid”
2. 2The invoice shows when the next one goes out
3. 3Use the switch on an invoice to pause it

Tip: Reminders need the client's email. For a WhatsApp nudge, tap “Remind on WhatsApp”.