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Invoices and estimates

Create documents, set dates and payment terms, track their status, and duplicate, renew or convert them.

Invoices ask to be paid. Estimates say what work will cost before you do it. Both are made the same way, and both live on the Documents page.

Creating one

Click New invoice or New estimate. It starts from your default template; use the arrow beside the button to start from another. See Templates. Changes save automatically while you type, and the PDF preview updates beside the form.

Numbers

Each new invoice takes the next invoice number, and each estimate the next estimate number, so the two never mix. You can change a number on a document, and set where numbering continues from in Settings.

Dates and payment terms

  • Invoices have an issue date and a due date. The buttons under the due date set it for you: On receipt, Net 15, Net 30, Net 60, Net 90 or Net 120.
  • Estimates have a "valid until" date, with buttons for Today, 1 week, 2 weeks and 1 month.

Items, discount and tax

Add as many line items as you need. Use the arrows to reorder them and the bin to remove one. Set a discount rate and a tax rate as percentages; the totals and the PDF update straight away. Custom fields add extra details such as a P.O. number or a delivery date.

Status

  • Draft: still being written.
  • Sent: with your client. Emailing a draft from Tidy Invoicer marks it sent.
  • Paid: for invoices. You can set the date it was paid; it prints on the PDF.
  • Accepted: for estimates your client agreed to.

A sent invoice past its due date shows as overdue, with how many days late it is.

Duplicate, renew and convert

  • Duplicate makes a copy with the next number.
  • Renew copies it with every date moved forward a year, including dates in the notes. Handy for yearly contracts.
  • Convert to invoice (on estimates) makes an invoice from the estimate and marks the estimate accepted.
  • Save as template keeps its items and notes for future documents.

Finding and tidying up

Search the Documents page by client, number or P.O., and filter by type or status, including Overdue. Tick several documents to Mark as paid or Delete them together. Deleting cannot be undone.

On the Free plan, a deleted document still counts toward that month's 3 new documents.

All docs