Streamtime

Learn what those numbers are, and how to set them up the way you want.

Setting quote, invoice and credit note numbers

Include a discount (%) in your quote or invoice

Applying discounts to quotes and invoices

How to change the look and feel of your documents

Customising 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

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.

Quoting: Quick start guide

How do I setup default Terms & Conditions, or make changes to these to show differently on different quotes? Learn how here!

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: Quick start guide

Track your payment history against invoices and credit notes

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

Learn what you can change on draft and approved invoices

How to edit, delete and void invoices

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

Invoices: Creating a clear and scalable workflow

Whats possible with e-invoicing and how to get access to the beta trial

Handling Peppol E-Invoicing

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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