Streamtime

You would like to set your quote and invoice numbers to match your accounting system or just to a different number sequence? Read on.

Setting quote and invoice numbers

Include a discount (%) in your quote or invoice

Applying discounts to quotes and invoices

Customise the layouts of your quotes and invoices so that your clients see them just the way they're meant to be seen.

Can I customise the layout of my quote or invoice?

Organisations can now upload HTML custom templates to refine the layout, look and feel for their commercial documents.

Using a custom template for your quotes, invoices and purchase orders

Simplify your Invoices and Quotes by merging linetimes

Merging Line Items on Quotes and Invoices

Creating, sending, and all the rest for quotes and invoices 

Quotes and Invoices

Quoting easily is essential. Create and customise quotes, send them to clients for approval, and automatically create budgets in Streamtime.

How do I quote?

Clients can quickly approve their quotes online, so you don't have to waste time chasing them down.

Online quote approval

Setup default T&Cs, or make changes to these to show differently on different quotes

Adding terms & conditions to a quote

Effectively set up and customise quotes within your business

Quotes: Creating a clear and scalable workflow

Quoting

Invoice jobs by time & expenses, quote, or job plan. Set up deposits, bill in stages or percentages, and track invoicing easily.

Invoicing in Streamtime

From draft to paid, learn about the different invoice statuses in Streamtime

Invoice Statuses Explained: From Draft to Paid!

Mark an invoice as 'Paid' within Streamtime, or record the payment in Xero or QuickBooks and pull this information to Streamtime

Recording payments in Streamtime

Create, manage and track Credit Notes in Streamtime. Apply credit from one job to another for the same company.

How to create a Credit Note

Making it right: How to Void and Reissue Invoices

How to Edit an Invoice After Sending to a Customer

Define a clear invoicing process to ensure accuracy, efficiency, and timely payments

Invoices: Creating a clear and scalable workflow

Invoicing from a quote, time and expenses, or the job plan: easy.

Invoicing

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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