Invoicing

Turn approved quotes into invoices and get paid — with Stripe card payments, tap-to-pay, and payment links.

Creating an invoice

The fastest way: open an approved quote and tap Convert to Invoice. This pulls across all the pricing, equipment details, and customer info automatically.

You can also create an invoice from scratch from the Invoices module.

Each invoice includes:

• Invoice number (auto-generated from your configured prefix)
• Customer and site details
• Line items with descriptions and pricing
• GST calculation
• Payment terms
• Due date

Payment methods

Stripe Connect

Connect your Stripe account in Settings → Payments to accept card payments directly through Sortinal. Once connected, you can:

• Send payment links — the customer gets a secure link to pay by card
• Tap-to-pay — accept contactless card payments on your Android phone (no card reader needed)
• Track payments — see which invoices are paid, pending, or overdue

Manual payments

Record cash, bank transfer, or cheque payments manually against an invoice.

Payment tracking

The invoicing module shows payment status at a glance:

• Unpaid — no payment received
• Partial — some payment received (e.g. deposit paid)
• Paid — full amount received
• Overdue — past the due date with balance outstanding

This status also shows as a badge on the job, so you can see the financial position from the jobs list.

Invoice PDF

Generate a PDF invoice with the same professional branding as your quotes — your logo, business details, ABN, and configured payment terms.

Tips

• Convert from quote rather than creating from scratch — it's faster and avoids data entry errors
• Set up Stripe Connect early so you can accept card payments from day one
• Use payment links for customers who aren't on-site — they can pay from anywhere