Quoting & Invoicing
Quotes go out accurate, rates apply automatically, and invoices follow the moment a job's approved, no manual checking required. Teamleaf keeps every stage linked, from first quote to final payment application, so quotes, invoices, credit control, and accounting integrations stay organised and easy to find.
From Quote to Invoice, all in one place
Simple Drag and Drop
Build a Quote in Seconds, Not Hours
Drag the blocks you need onto the page and your quote builds itself - your details, your line items, your totals. Send it in a single click, and Teamleaf takes it from there.
Build a quote from blocks, or start from one of your own custom templates.
Quote With Confidence, Bill Without Delay
Every quote reflects the right rates from the outset, so there's no second-guessing before work begins. Once a job's complete, invoicing happens automatically, validated against your pricing and synced with your accounting software, keeping cash flowing without extra admin.
Learn more below about the Quoting & Invoicing features Teamleaf has to offer.
Schedule of Rates
Rates are automatically displayed to whoever is creating and managing a job, so quotes and pricing are consistent from the outset. Any agreed deviation is clearly flagged, removing the back-and-forth of customers querying prices once the invoice finally lands.
Instant Invoicing on Completion
The moment work is finished and validated on-site, an invoice is generated and sent to the customer automatically. They receive everything needed to check and pay promptly, cutting invoicing time from days or weeks down to just a few hours.
Payment Applications
Generate a payment application in a few clicks and let the customer review and approve it directly. Once they've signed off, the final invoice is produced with a single click - a faster, cleaner process than most legacy applications for payment can offer.
Automated Invoice Generation
Cut the hours spent manually entering invoices and reduce the need to hire extra accounts payable staff. Built for compatibility with your ERP or accounting system, invoicing runs automatically end to end, from job completion through to a customer-ready invoice.
PO Number Tracking
Keep every job tagged with the correct customer purchase order number from the moment it's booked. It's a small detail that prevents big delays, ensuring invoices match customer records first time and payment isn't held up by mismatched paperwork.
Credit Note Control
Issue and track credit notes without disrupting the flow of your wider accounting system. Keeping every adjustment contained within Teamleaf protects the accuracy of your books and avoids the confusion that comes from correcting figures across several disconnected systems at once.
Faster Payment Reconciliation
Accelerate reconciliation by giving your accounts team full visibility of payments as they happen, rather than waiting for statements to catch up. Automated payment applications and invoice generation mean less manual matching and a faster route from job to cash.
Full Payment Visibility
See exactly where every invoice and payment application stands at any moment, without chasing updates from multiple people or systems. Comprehensive visibility across the payment lifecycle means fewer surprises and a much clearer view of what's actually owed.
Customer Invoice Portal
Give customers a single place to view, check and pay their invoices, backed by the full data pack from the completed job. It builds trust in your billing and cuts down the queries that typically land on your accounts team's desk.
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