> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quotes and invoicing

> Browse quotes and invoicing articles for ServiceM8. Covers creating quotes, sending invoices, managing payments, and billing from the dashboard and app.

Find guides on building quotes, creating invoices, collecting payments, and managing billing in ServiceM8. Covers both the online dashboard and mobile app workflows.

<Columns cols={2}>
  <Card title="How to build and send your first quote" icon="file-invoice" href="/help-center/desktop/basics/how-to-build-and-send-your-first-quote" horizontal />

  <Card title="How to add materials to a job online" icon="boxes-stacked" href="/help-center/desktop/basics/how-to-add-materials-to-a-job-online" horizontal />

  <Card title="How to complete and invoice a job" icon="file-circle-check" href="/help-center/desktop/basics/how-to-complete-and-invoice-a-job" horizontal />

  <Card title="How to create an invoice online" icon="file-invoice-dollar" href="/help-center/desktop/basics/how-to-create-an-invoice-online" horizontal />

  <Card title="How to complete a job and receive payment online" icon="credit-card" href="/help-center/desktop/basics/how-to-complete-a-job-and-receive-payment-online" horizontal />

  <Card title="Invoice management (Online Dashboard)" icon="table-list" href="/help-center/desktop/invoicing/invoice-management-online-dashboard" horizontal />

  <Card title="How to issue an invoice by email online" icon="envelope" href="/help-center/desktop/invoicing/how-to-issue-an-invoice-by-email-online" horizontal />

  <Card title="How to Send an Invoice by SMS" icon="message" href="/help-center/desktop/invoicing/how-to-send-an-invoice-by-sms" horizontal />

  <Card title="InstantPost" icon="paper-plane" href="/help-center/desktop/invoicing/instantpost" horizontal />

  <Card title="How Quote Versions & Quote Options Work" icon="code-branch" href="/help-center/desktop/invoicing/how-quote-versions-quote-options-work" horizontal />

  <Card title="How to use a quote acceptance?" icon="signature" href="/help-center/desktop/invoicing/how-to-use-a-quote-acceptance" horizontal />

  <Card title="How to re-order items on Quotes and Invoices" icon="arrow-up-arrow-down" href="/help-center/desktop/invoicing/how-to-re-order-items-on-quotes-and-invoices" horizontal />

  <Card title="Can I provide customers a discount off standard pricing?" icon="percent" href="/help-center/desktop/invoicing/can-i-provide-customers-a-discount-off-standard-pricing" horizontal />

  <Card title="Show & Hide the Tax Rate in the Quotes & Invoicing tab" icon="eye-slash" href="/help-center/desktop/invoicing/show-hide-the-tax-rate-in-the-quotes-invoicing-tab" horizontal />

  <Card title="How to set Payment Terms" icon="calendar-days" href="/help-center/desktop/invoicing/how-to-set-payment-terms" horizontal />

  <Card title="What is Awaiting Approval used for?" icon="hourglass-half" href="/help-center/desktop/invoicing/what-is-awaiting-approval-used-for" horizontal />

  <Card title="How do I reverse a payment made on a job?" icon="rotate-left" href="/help-center/desktop/invoicing/how-do-i-reverse-a-payment-made-on-a-job" horizontal />

  <Card title="How to change an invoice date" icon="calendar-pen" href="/help-center/desktop/invoicing/how-to-change-an-invoice-date" horizontal />

  <Card title="How to save a quote or invoice to the Diary" icon="floppy-disk" href="/help-center/desktop/invoicing/how-to-save-a-quote-or-invoice-to-the-diary" horizontal />

  <Card title="How to access Billing and Job Actions menu" icon="ellipsis" href="/help-center/app/basics/how-to-access-billing-and-job-actions-menu" horizontal />

  <Card title="How to add labour & materials to a job" icon="wrench" href="/help-center/app/basics/how-to-add-labour-materials-to-a-job" horizontal />

  <Card title="How to create and send an invoice in the app" icon="mobile" href="/help-center/app/basics/how-to-create-and-send-an-invoice-in-the-app" horizontal />

  <Card title="How to complete a job and receive payment on the app" icon="circle-check" href="/help-center/app/basics/how-to-complete-a-job-and-receive-payment-on-the-app" horizontal />

  <Card title="Collecting a customer's signature for quote or invoice sign off" icon="pen-nib" href="/help-center/app/basics/collecting-a-customers-signature-for-quote-or-invoice-sign-off" horizontal />

  <Card title="Approving an invoice from the app" icon="thumbs-up" href="/help-center/app/basics/approving-an-invoice-from-the-app" horizontal />

  <Card title="How to auto-approve invoices" icon="check-double" href="/help-center/app/more-on-the-app/how-to-auto-approve-invoices" horizontal />

  <Card title="How to view Stock Levels in the App & Online" icon="warehouse" href="/help-center/app/more-on-the-app/how-to-view-stock-levels-in-the-app-online" horizontal />

  <Card title="How to use Quick Quote & Quick Invoice" icon="bolt" href="/help-center/app/more-on-the-app/how-to-use-quick-quote-quick-invoice" horizontal />

  <Card title="How do I setup my invoice and quote templates?" icon="file-pen" href="/help-center/app/faq/how-do-i-setup-my-invoice-and-quote-templates" horizontal />

  <Card title="How to send quotes for remote signature" icon="pen-to-square" href="/help-center/tips-trick-more/tips-tricks/how-to-send-quotes-for-remote-signature" horizontal />

  <Card title="How to insert section description lines in Quotes & Invoices" icon="text-height" href="/help-center/tips-trick-more/tips-tricks/how-to-insert-section-description-lines-in-quotes-invoices" horizontal />

  <Card title="Automatic archiving of materials" icon="box-archive" href="/help-center/tips-trick-more/tips-tricks/automatic-archiving-of-materials" horizontal />

  <Card title="How does toggling the 'Amounts are' setting between Tax Exclusive and Tax Inclusive affect the Total Invoice amount?" icon="calculator" href="/help-center/tips-trick-more/more/how-does-toggling-the-amounts-are-setting-between-tax-exclusive-and-tax-inclusive-affect-the-total-invoice-amount" horizontal />

  <Card title="What do I set the tax setting to when importing materials?" icon="file-import" href="/help-center/advanced-setup/faq/what-do-i-set-the-tax-setting-to-when-importing-materials" horizontal />

  <Card title="How to set your business up for Non GST/VAT" icon="building" href="/help-center/advanced-setup/faq/how-to-set-your-business-up-for-non-gstvat" horizontal />

  <Card title="How to accept mobile payments in person using Scan & Pay" icon="qrcode" href="/help-center/app/basics/how-to-accept-mobile-payments-in-person-using-scan-pay" horizontal />

  <Card title="Quotes troubleshooting FAQ" icon="circle-question" href="/questions/quotes/index" horizontal />

  <Card title="Invoices troubleshooting FAQ" icon="circle-question" href="/questions/invoices/index" horizontal />
</Columns>