For website / hosting / maintenance services. Fill in the fields — the document on the right updates live. Then hit Print / Save as PDF.
Quick Presets
Load a ready-made starting point, then edit the details. Clears the current form first.
Import an Old Quotation/Invoice
Upload an old document (HTML or a photo/scan) — AI reads it and pre-fills the form below for you to review. Nothing saves automatically; check everything before printing/saving. Clears the current form first.
Document Type
Creates a new Invoice record with the same client and line items — this Quotation stays saved as-is, unchanged.
This reduces the client's balance in their Statement. Enter line items below as positive amounts — they'll be shown as "Amount Credited" and stored as a credit against the client's balance.
Flags this record for e-Invoice — doesn't submit to LHDN (that needs your own MyInvois registration, not yet connected). Just future-proofs the data. Fill in the client's ID Type/Number and SST Reg No. below if this is ticked.
No PO file attached.
Due upon completion of work — no fixed calendar date.
Payment Status (Invoice only)
This status is about this document only. If this is a deposit or one stage of a bigger job and the deposit itself was received in full, that's "Paid in Full" — even though the job as a whole isn't done. The Job card (Dashboard → Jobs) shows the whole-job picture separately.
"Partially Paid" shows the deposit received and the remaining Balance Due. "Paid in Full" turns the total box green. Both use the breakdown text above.
CRM Sync
Saved on this device only. Get these from your Cloudflare Worker setup.
Recorded against everything you save/delete, for internal tracking only — never shown on the invoice itself.
📝 New record — saving will create a fresh CRM entry.
Client
Installment / Progress Billing (optional)
This section only applies to Invoices. A quotation should just state the job and total price — deposit/staged payment terms are an invoicing detail, not part of a quote. If payment for this job is due only after completion (no deposit), you don't need this section at all: just describe the job as a normal line item below, and note the payment terms (e.g. "Due within 7 days of job completion") in the Terms field above.
Use this when a job is billed in stages — e.g. 30% deposit now, 70% balance later — as two separate invoices linked to the same CRM Job, so the Dashboard tracks progress automatically. If this job is paid in full only after completion, skip this section — just add the job as a normal line item below.
No job linked — this invoice won't appear under a Job in the Dashboard.
Line Items
Tick this only when you're showing a goodwill reduction. Then fill the "Original" price on a line and it'll appear struck through.
Additional Charges (optional)
Each one only appears on the document if you tick it — otherwise the invoice looks exactly as before, no clutter.
Billing Cycle & Renewal
Shown in the document details so the client knows when the next payment/renewal is due.
Service Level / Support Terms
Optional Note
Project Timeline & Scope Notes (optional)
Leave blank to hide. Appears as its own section in Terms & Conditions.