Creating Invoices
Generate professional invoices from your accepted proposals with your payment details and send them to clients.
What you'll learn
- βHow to create invoices from proposals
- βSetting up your payment methods (bank, PayPal)
- βSending invoices and tracking payments
- βDeposit vs full invoices
- βSetup & strike day pricing
Add your payment methods
Go to Settings β Payments tab. Click "Add Payment Method" and enter your bank details (account name, bank, IBAN, SWIFT) or PayPal email. These details will appear on every invoice you send. You can add multiple methods and set one as default.
Pro tip: Add at least one bank account β most B2B clients prefer bank transfer for AV equipment payments.
Create an invoice from a proposal
Open any proposal that has been sent or accepted. Click the "Create Invoice" button in the header. You'll be asked to choose between a Deposit Invoice (based on your deposit percentage) or a Full Invoice (100% of the total). CueQuote copies all line items, client details, and pricing from the proposal.
Review and customize the invoice
The invoice editor opens with pre-filled data from the proposal. Review the invoice number (auto-generated as INV-0001, INV-0002...), issue date, due date, and line items. You can edit any field, add or remove items, and adjust quantities or prices.
Select a payment method
Choose which payment method to display on the invoice from the dropdown. The selected method's details (IBAN, SWIFT, etc.) will appear in the "Payment Instructions" section of the invoice PDF, along with the invoice number as reference.
Download the invoice PDF
Click the download button to generate a professional invoice PDF. It includes your company branding, a formal "INVOICE" header, line items table, totals with VAT, payment instructions with your bank details, and a reference number. When an invoice is marked as paid, a green "PAID" watermark appears.
Send and track the invoice
Click "Send" to email the invoice to your client with the PDF attached. CueQuote automatically adds a personalized greeting addressed to your client by name. The invoice status changes from Draft to Sent. Once you receive payment, click "Mark as Paid" to record it. You can also record partial payments.
Pro tip: Add a note asking clients to include the invoice number as the payment reference β this makes reconciliation much easier.
Setup & strike day pricing
CueQuote separates event days from setup (installation) and strike (teardown) days. Equipment is charged at a configurable rate for setup/strike days β 0% (included free), 50% (half rate), or 100% (full rate). Labor is always charged at full rate for all days. Set your company default in Settings > Proposals.
Pro tip: In Poland, 50% equipment rate on setup days is standard. In the Gulf and MENA, 100% is typical. Set your default once and forget.