Retyping quotes as invoices
You quote a job, then type the same lines again when it’s time to bill.
← All industries
Industry solution · Service businesses
Quote, bill and get paid for your services — without the paperwork
Send professional quotations, turn them into GST invoices in one click and keep regular clients up to date with statements on WhatsApp.
- Quotes to invoices in one click
- Service items (no stock)
- Client statements
The challenge
Sound familiar?
Retainer clients lose track
Regular clients ask what’s pending and you have to dig through old invoices to answer.
Admin eats billable hours
Every hour spent on bills and follow-ups is an hour not spent on paid work.
How Evolva ERP helps
Everything service businesses need, in one app
Professional quotations
Quotes with GST, discounts and your logo — sent as a PDF.
Convert to invoice
When the client says yes, convert the quote into a tax invoice with one click.
Service items
Bill services like installation, AMC or consultation without tracking stock.
Statements on WhatsApp
Send clients a statement of everything billed and paid for any period.
Track payments
Record payments and send receipts automatically.
Custom fields
Add job number, site address or PO reference to quotes and invoices.
A day with Evolva ERP
How it fits your routine
1
Send a quote
Create a quotation with your service items and GST.
2
Win the job
Convert the accepted quote to an invoice — no retyping.
3
Get paid
Record payments; the client gets a receipt on WhatsApp.
4
Keep clients updated
Send monthly statements in one tap.
Questions
Service businesses FAQ
Can I bill services that don’t have stock?
Yes. Service items are billed like products but never affect your inventory.
Can I convert a quotation into an invoice?
Yes. Open the quote and convert it; the customer, items and amounts carry over.
Can I add a PO number from my client?
Yes. Add a custom field such as “Client PO” to quotes and invoices.
See it set up for your business
Book a free 20-minute demo with your own products and customers.