Staff Track›Modules›Quotes & Invoicing
Quotes & Invoicing Module

Quote fast.
Invoice faster. Get paid.

Create professional quotes and invoices directly inside Staff Track. Add line items, apply tax, attach terms, and send to customers by email — all without switching apps.

Add-on · small monthly fee · Cancel anytime
INV-0042
Murphy Construction Ltd
Sent
Fire Sprinkler Install€4,800
Commissioning€600
Total + GST€5,400
✉️ Sent
💰 Awaiting Payment
How It Works

From first quote to paid invoice,
without leaving Staff Track

Every step of the quoting and invoicing process in one place. No switching apps, no double entry.

📝
STEP 01
Create a quote
Add your customer, job title, line items with quantities and prices. Applies your configured tax rate automatically.
💼
STEP 02
Apply a template
Load a saved document template to pre-fill your introduction/scope of works, footer notes, and branded background.
📧
STEP 03
Send to customer
Email the quote as a professional PDF with one click. Customer receives it instantly.
🔄
STEP 04
Convert to invoice
When the job is won, convert the quote to an invoice in one click. All details carry over.
💰
STEP 05
Track payment status
Mark invoices as sent, paid, or overdue. See all outstanding amounts at a glance.
🔗
STEP 06
Sync to Xero
Invoices and supplier bills sync to Xero automatically as draft documents for your accountant.

Everything you need to quote and invoice professionally

Built for trade businesses that need to look professional and get paid fast.

📄
Professional PDFs
Branded PDF output with your logo, intro text, itemised breakdown, tax, and footer.
🔄
Quote → Invoice
Convert any accepted quote to an invoice instantly. No re-entering data.
💼
Document templates
Save your standard scope of works, payment terms, and background image as a template. Load it in one click.
📊
Xero sync
Sales invoices and supplier bills sync to Xero as draft documents. Your accountant stays in the loop.
🧾
Tax handling
Configure your tax rate and label (GST, VAT, etc.). Applied automatically to every document.
📬
Customer portal
Customers receive a clean PDF by email. No login required on their end.
Perfect For

Any trade business that sends quotes and invoices to customers

🏗️
Construction
Project quotes, variation orders, final account invoices
🔥
Fire Protection
System installation quotes, servicing invoices, compliance work
⚡
Electrical
Rewire quotes, consumer unit replacement, commercial fit-outs
🔧
Plumbing
Bathroom installs, boiler replacements, commercial pipework
🔨
Subcontractors
Labour-only quotes, supply & install, variation notices
⚙️
Any Trade Business
Any company that prices jobs and invoices clients for work done

Ready to add Quotes & Invoicing to your plan?

Included as an add-on with any Staff Track plan. Start your 7-day free trial and enable the module in your settings.

✓ 7-day free trial  ·  ✓ No credit card  ·  ✓ Cancel anytime