Invoicing Overview

All the Ways to Invoice

You can generate invoices from Quotient using:

• Xero – Create invoices automatically once a quote is accepted, or only when you choose. Perfect for keeping everything in sync.

• QuickBooks Online – Turn accepted quotes into QuickBooks invoices in just a click, with all quantities and pricing exactly as quoted.

• Zapier – Trigger invoice creation in thousands of connected apps as part of your workflow automation.

• Webhooks – Send real-time billing details to your own systems for full automation.

Every approach works seamlessly from accepted quotes (in Quotient). Choose the setup that suits your business and workflow.

Applying Deposits to Quotes

If you collect an upfront payment before starting work, Quotient makes it simple. Add a deposit as a percentage of the quote total. When your customer accepts the quote, they’re guided straight to the deposit invoice – so you get the green light and the cash flow you need to start.
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Creating Split Invoices

For projects billed in stages or progress payments, you can split the remainder (after deposit or full quote acceptance) into multiple invoices. Just enter a percentage for each milestone – Quotient keeps track of what’s already invoiced and what’s still to come.
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Adjustments: Add or Credit Items After Acceptance

Projects evolve – scope changes, new items get added, or something gets credited back. Adjustments allow you to update the quote after acceptance and ensure everything remains accurate on future invoices.
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Deposits, Split Invoices, and Adjustments currently require an integration with Xero or QuickBooks.