Quotes, invoices and the customer portal
Quoting, invoicing and VAT, the ageing dashboard, and customer portal access.
Create and send a quote
Build a quote with line items and VAT, email it to your customer as a PDF, and track whether it's accepted, rejected or expired.
Create and send an invoice
Raise an invoice from a completed job, an accepted quote or from scratch, set the due date, and email it as a PDF.
Setting payment terms and bank details
Choose how long customers have to pay, tell them where to pay, and control the dates printed on your invoices.
Record a payment
Mark an invoice as paid or partially paid, fix a payment entered by mistake, and how payments from Xero or QuickBooks come in.
VAT on quotes and invoices
Set your VAT registration and number, choose the VAT rate per line, and see how Engineer OS calculates and rounds VAT.
See who owes you: the ageing report
The outstanding balances report groups unpaid invoices by customer and by how far past their due date they are.
The customer portal
How your customers sign in to see their quotes, invoices and jobs, accept or reject quotes, and download PDFs.