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Invoices & Quotes

"We’re always chasing down missing paperwork."

Manual Invoicing Delays

When invoicing depends on handwritten notes or spreadsheet templates, things get lost in the shuffle. Delays mean missed payments, unclear quotes, and unhappy clients.
"We sent the estimate... but no one followed up."

Disorganized Quote Tracking

Without a centralized quoting system, estimates fall through the cracks. That’s lost revenue and lost trust — especially when customers expect quick turnarounds.
"Did they actually pay this?"

No Payment Visibility

If your payment records live in emails, bank statements, or separate systems, your team stays in the dark. You need full financial visibility — not guesswork.
"We forgot to apply their credit. Again."

Missed Adjustments & Discounts

Credits, discounts, and post-invoice changes are easy to forget without a built-in tracking system. And that means billing disputes and revenue leakage.
"Why did I get two invoices for the same job?"

Client Frustration

When quoting and invoicing aren't linked, clients see duplicates, inconsistencies, or missing charges. It’s not just confusing — it’s unprofessional.
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Invoices & Quotes – Confident Billing, Clear Payments, Seamless Workflows

Keep your shop’s billing organized from quote to cash. Instantly generate quotes, convert them to invoices, and track every adjustment and payment with ease.

System Preview

Why Woodshop Master?

Because estimating and billing should be as smooth as your final finish.

From First Quote to Final Payment

Woodshop Master gives your team one place to track estimates, send polished invoices, and follow up automatically.

Show Your Work — and Your Worth

Every quote and invoice is clean, branded, and tracked. Your clients get clarity — you get paid.

Built for Woodshops

Quotes, Invoices & Payments in One Place

Automated Follow-Ups

Works with Custom Projects & Subscriptions

Tracks Discounts, Credits & Adjustments

Real-Time Payment Status

Integrated Apps

Invoices & Quotes integrates seamlessly with:

Accounts & Transactions

Inventory Control

Work Orders

Work Orders

Project Templates

Custom Reporting

Time Tracking on Job

Document Compliance

App Features

Quote-to-Invoice Workflow
Create custom quotes, convert them into invoices with one click, and track every stage from sent to paid.

Dynamic Line Item Management
Customize terms, add materials or services, apply discounts, and calculate taxes automatically.

Client & Job Linking
Assign quotes and invoices to specific customers, jobs, or subscriptions for full traceability.

Payment Tracking
See what’s unpaid, partially paid, or settled — with instant insight into client histories.

PDF & Print-Ready Output
Generate branded documents for emailing, archiving, or paper trail compliance.

Integrated Adjustments
Apply credits or after-the-fact changes directly within the invoice — no messy manual edits.

Export & Reporting Tools
Push records to CSV, PDF, or connect with ad-hoc reporting tools for detailed billing analytics.

Linked to Compliance and SOPs
Tie approvals directly to rules, documents, and certifications — reinforcing accountability and governance.

See It in Action

Quote it. Invoice it. Track it. All from one place.
From estimate to payment — Woodshop Master simplifies the entire billing journey.

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