A build is not one bill, it is six. The customer wants to see what the groundworks cost separately from the roof, the estimate has to be detailed enough to win the job and survive it, and the whole thing runs over months while the receipts pile up in the van.
These go in your price book once, with your own prices against them. After that a line is one tap: the item, the description, the unit and the price fill themselves, and the totals resolve underneath.
| Line | Unit |
|---|---|
| General labour | hrs |
| Day rate, two trades | days |
| Skip hire, 6-yard | week |
| Plant and tool hire | week |
| Materials and consumables | job |
| Site visit and quote | each |
Prices are yours. Invoice Koi ships a handful of round placeholder lines to start from and never fills your book with figures you did not set.
Group line items under your own headings with a subtotal each. A £40,000 job reads as five decisions instead of forty rows, which is the difference between a query and a payment.
Quote it once. When it is accepted the estimate converts, carrying the lines, the client, the tax and your terms, so the thing you bill is the thing they agreed to.
Drawn once, printed on every estimate and invoice at whatever size the page needs: sharp on a phone and sharp in a PDF somebody prints out.
Yes. Group the work under headings with their own subtotals, and record what has been paid as each stage settles. The balance and the status follow from the payments recorded against it.
Yes, with the same grouped structure and the same nine templates as an invoice. When it is accepted it converts rather than being retyped.
Photograph them. Merchant, amount, tax and category are read off the paper and filed, and the photograph is kept whether or not the reading worked.
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