For trades and building work: labor and materials on separate lines, the job or site address as reference, and payment terms tied to completion.
The next number is suggested from the last one you saved or downloaded on this device. You can type any number.
Type the rate your business charges. Taxes are worked out on the amount after the discount; shipping is not taxed.
Clients and their insurers often want to see what was labor and what was material. Put hours of labor as one line (hours in quantity, hourly rate in unit cost) and each material or batch of materials as another. If you mark up materials, decide whether the line shows cost or your price, and be consistent.
If the client paid a deposit, enter it in “Amount already paid”: the invoice shows the total, the deposit and the balance due. For staged jobs, make one invoice per stage and name the stage in the Job / site field.
Enter the deposit in “Amount already paid”. The invoice lists the full total, subtracts the deposit and shows the balance due in the coloured bar.
Yes. Open the quote generator with the same template, send the estimate, and when the job is done switch it to an invoice.
No. The site never fills in or suggests a rate. You type the name of the tax and the percentage your business uses, and the site does the arithmetic. If you are not sure what to charge or what your invoices must show, ask an accountant or your tax office.
Only in your browser. The document on screen and the drafts you save are kept in this browser’s local storage, and the PDF is drawn on your device. Nothing is uploaded, and you can clear everything from the Drafts panel.