8 billing methods · Quote & Invoice

Every form,
side by side.

Each billing method has a matching Quote and Invoice form. Quotes are on the left and invoices on the right, so you can see exactly what carries over when a quote becomes an invoice.

Click any form to open it full size.

01

Simple

Quick & Easy

A quick one-off document with no project setup required. List a set of flat charges (a description and a dollar amount for each) and they add up to the subtotal. Best for small jobs or single-item billing.

QuoteSimple Quote
Blank Simple quote form
InvoiceSimple Invoice
Blank Simple invoice form
02

Labour Charges

Billed by time

Each row is a labour type, the hours worked and an hourly rate. The app multiplies hours × rate per row. Use it when you're billing strictly for time.

QuoteLabour Charges Quote
Blank Labour Charges quote form
InvoiceLabour Charges Invoice
Blank Labour Charges invoice form
03

Materials & Equipment

Supplies & rentals

Each row is a quantity, a material description, the supplier and a unit price, with an optional markup percentage applied to the materials total.

QuoteMaterials & Equipment Quote
Blank Materials & Equipment quote form
InvoiceMaterials & Equipment Invoice
Blank Materials & Equipment invoice form
04

Unit Pricing Breakdown

Pricing per unit

For work billed per unit of measurable output: square footage, linear footage and so on. Quantity × unit price per row. Common for concrete, flooring and excavation.

QuoteUnit Pricing Breakdown Quote
Blank Unit Pricing Breakdown quote form
InvoiceUnit Pricing Breakdown Invoice
Blank Unit Pricing Breakdown invoice form
05

Additional Costs & Fees

The unforeseen

A catch-all for extra charges such as permit fees, equipment rental and disposal. A description and a cost per row, summed to a subtotal.

QuoteAdditional Costs & Fees Quote
Blank Additional Costs & Fees quote form
InvoiceAdditional Costs & Fees Invoice
Blank Additional Costs & Fees invoice form
06

Lump-Sum Billing

Agreed price

A single agreed price, plus optional change orders and adjustments to account for scope changes since the original agreement.

QuoteLump-Sum Billing Quote
Blank Lump-Sum Billing quote form
InvoiceLump-Sum Billing Invoice
Blank Lump-Sum Billing invoice form
07

Progress & Schedule Values

Percentage billing

Bill a percentage of each line item's scheduled value as it's completed. The app calculates the current payment due and what remains.

QuoteProgress & Schedule Values Quote
Blank Progress & Schedule Values quote form
InvoiceProgress & Schedule Values Invoice
Blank Progress & Schedule Values invoice form
08

Retainage Billing

Retain percentage

A percentage of each invoice is withheld until completion milestones are met. The app calculates retainage held and retainage now due.

QuoteRetainage Billing Quote
Blank Retainage Billing quote form
InvoiceRetainage Billing Invoice
Blank Retainage Billing invoice form

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