Invoicing & Estimates

Suprata creates invoices in four different ways, and which path you use changes what gets pre-populated and what you have to fill in. Here's the full picture, with the trade-offs of each.

Estimates and invoices look similar but behave very differently — one is a price you're proposing, the other is a bill you're collecting on. Here's when to use each.

Three states people use the words 'estimate', 'quote', and 'draft' for, all interchangeably and all incorrectly. Here's the actual distinction in Suprata and how to use them.

Tax categories let you charge different tax rates on different kinds of items on the same invoice. Here's how categories, tables, and pricelist items work together so the right tax shows up automatically.

Beyond strategy: how to actually configure tax tables, stack state plus county plus district rates, and use thresholds for tiered taxes like single-article and luxury rates.

Resellers, government agencies, nonprofits, and the occasional one-off purchase all need tax-exempt treatment — but the right mechanism depends on whether the exemption is per-customer or per-invoice. Here's how to set u...

Sending an invoice is mechanically a single click, but the choices around theme, terms, and delivery method shape whether the customer pays quickly or you spend a week chasing. Here's the full pattern.

Recurring invoices generate billing on a schedule — monthly maintenance plans, quarterly retainers, annual licenses. Here's how to set up a schedule, the per-customer vs. per-agreement variants, and the gotchas around pr...

Credits and refunds are different tools for different problems — credits keep money in the relationship, refunds give it back. Here's when each is right, how to apply credits to invoices, and what syncs to QuickBooks.

Closing locks an invoice as final; voiding cancels it as if it never happened. They're not the same and they sync differently to QuickBooks. Here's the lifecycle, when to use each, and the rare case for reactivation.