Professional Invoicing System

Simple Invoice Generation from Quotes

Turn approved quotes into professional invoices with one click. Generate beautiful PDFs and share secure web views with customers through their portal.

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SolarCorp
Clean Energy Solutions
Invoice #2024-001
March 15, 2024
Bill To:

Johnson Residence
123 Solar Street
San Diego, CA 92101

Project:

8.2 kW Residential
Solar System Installation

Description
Qty
Amount
Solar Panel Installation
1
$15,600
Inverter System Setup
1
$3,200
Subtotal $18,800
Total $18,800
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One-Click Quote-to-Invoice

Transform approved quotes into professional invoices instantly - no manual data entry required

Magical Invoice Creation

Click one button to instantly generate an invoice that exactly matches your customer's quote - all line items, pricing, and details automatically copied over.

Professional PDF Generation

Beautiful, branded PDF invoices are generated automatically, ready to download, print, or share with customers.

Secure Web Viewing

Customers can view their invoices through a secure token-protected web link, without needing to download files.

Customer Portal Integration

All invoices are automatically shared in your customer's branded portal, keeping everything organized in one place.

Customer Portal

Secure Invoice Access
Invoice #2024-001
Johnson Residence
PDF + Web View
Invoice #2024-002
Miller Commercial
Available
Secure Token
Invoice #2024-003
Davis Solar Project
Ready to Share
Portal Ready

Simple Invoice Sharing

Share professional invoices with customers through their branded portal - no complex payment processing needed.

  • Customer Portal Access: Invoices automatically appear in each customer's branded portal
  • Secure Token Protection: Web-based invoice viewing protected by secure tokens
  • PDF Downloads: Customers can download professional PDF invoices anytime
  • Organized History: All invoices stay organized and accessible in the customer portal
  • No Setup Required: Invoices are shared automatically when created
Professional PDF Generation

Beautiful, branded PDF invoices generated automatically from your quotes

Secure Token Viewing

Customers access invoices through secure, token-protected web links

Customer Portal Integration

All invoices automatically appear in your customer's branded portal

Everything You Need, Nothing You Don't

Simple, professional invoicing that focuses on what matters most - getting your invoices to customers quickly and securely.

  • Quote Line Items: All line items from your quote are automatically copied to the invoice
  • Professional Branding: Your company logo, colors, and information on every invoice
  • PDF Download: Customers can download and save PDF copies for their records
  • Secure Access: Token-protected web viewing ensures only authorized customers see invoices
  • Portal Organization: Invoices stay organized in the customer's branded portal

Ready to Simplify Your Invoicing?

One-click invoice generation from quotes. Professional PDFs. Secure customer portal sharing.

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