14-day trial. Starter is CRM and accounting. Field service starts on Professional. AI is Enterprise only. Checkout is not connected.

Starter

Quotations and invoices

Quote, then invoice as a separate document

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Quotations can be converted to invoices while they are still open. A converted, declined or expired quotation cannot be converted again. Invoice limits are 200 on Starter, 2,000 on Professional, 5,000 on Business, and unlimited on Enterprise. The document uses the tenant document language.

  • Open quotations can be converted
  • Declined, expired and already converted quotations stay as they are
  • Invoices use the tenant document language
  • Creating an invoice is an office action, not a side effect of closing a job

How it looks in Serviqoo

Serviqoo · Invoicing
Serviqoo Invoicing screen

Invoices in the document language. Reminder checklist is day 3, 14 and 30. Checkout is not connected.