Articles tagged invoicing

Estimates vs. Drafts vs. Quotes
Updated 19 minutes ago · 1 helpful

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.

How tax categories work in invoicing
Updated 18 minutes ago

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.

Recurring invoices
Updated 18 minutes ago

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...

Subscriptions vs. Service Agreements vs. Recurring Invoices
Updated 1 hour ago

Three different ways Suprata handles ongoing customer relationships. They look similar on the surface and trip people up constantly. Here's how to pick the right one.

The End-of-Day Closeout
Updated 16 minutes ago

The thirty minutes between when the last tech rolls in and the office shuts down. What to close, what to send, what to flag for tomorrow — and why skipping any of it costs you next week.

The Job-to-Invoice Chain: From Service Call to Synced Payment
Updated 16 minutes ago

How a job becomes an invoice becomes a synced QuickBooks transaction: industry forms attach automatically, time and parts roll up to a draft invoice, and tax categories drive every line's allocation.