Get the go-ahead. Get the job started

Send a quote your client can approve online. Once they say yes, raise a deposit invoice and keep the remaining balance connected to the same job.

Unlimited quotes and online approval on every plan. Deposit and balance invoices count towards your invoice allowance when issued.

Brand identity · Sample project
From the first yes
Accepted quote
$2,200
Deposit invoice 25% of the quote
$550
Balance to invoice
$1,650

One quote. Deposit and balance connected.

One agreed quote, through to the final invoice

Make the work and price clear

Add your services, prices and a valid-until date. Send a branded quote link, with online responses enabled, so the client can review it and accept or decline.

  • Your logo and colour on the quote
  • Saved products and services ready to reuse
  • The client's response recorded against the quote
Read the quoting FAQs
QUO-0032 · Brand identity
The client said yes
Accepted online
Brand identity design
$2,000
GST
$200
Quote total
$2,200

Next: create a deposit invoice or invoice the full amount.

Invoice the deposit when they say yes

Choose a percentage of an accepted quote to create a deposit invoice. Review and send it with your payment details, just like any other invoice.

  • Deposit calculated from the quote total
  • Deposit invoice linked to the accepted quote
  • Bank details and optional card payments

Card payments use your own Stripe account. Stripe's fees are separate.

Explore invoices and payments
25% deposit · Sample project
From the first yes
Accepted quote
$2,200
Deposit invoice 25% of the quote
$550
Balance to invoice
$1,650

One quote. Deposit and balance connected.

Carry the deposit into the balance

When you're ready, convert the quote to an invoice for the balance. Bilbee takes the linked deposit invoices into account, keeping the amounts connected.

  • Client details carried into the invoice
  • Deposit amounts included in the calculation
  • Review the balance invoice before sending

A deposit invoice and a payment are separate records. Check what's been paid as well as what's been invoiced.

See how to match incoming payments
Balance invoice · Brand identity
The balance, connected
Draft balance invoice
Accepted quote
$2,200
Less deposit invoiced
−$550
Balance invoice total
$1,650

Payment status is tracked on each invoice separately.

Quote as often as you need

Every plan
Unlimited quotes and online approval.
Free
Five issued invoices a month.
Standard and Pro
Unlimited invoices.

Each issued deposit or balance invoice counts towards your invoice allowance.

Compare plans

Questions about quotes and deposits

Can the client accept the quote online?

Yes. Enable online responses when sending the quote. The client can review the link and accept or decline, and their response is recorded against the quote.

Does accepting a quote take a payment?

No. Acceptance records the client's response. You create and send a deposit or full invoice separately, and the client pays using the options on that invoice.

Can I choose the deposit amount?

Choose a percentage of the accepted quote total and Bilbee creates a linked deposit invoice. Review it before sending it to your client.

Do I have to take a deposit?

No. You can convert the accepted quote directly into an invoice for the full amount. Deposits are there when you need to invoice part of the work first.

Does the balance depend on whether the deposit has been paid?

The balance invoice takes linked deposit invoices into account. Payment status is tracked separately, so a deposit that is still unpaid remains outstanding on its own invoice.

What happens when the quote expires?

The valid-until date sets how long the offer is available. A sent quote past that date can't be accepted online. Review the quote and its dates before sending it again.

Are quotes included on Free?

Yes, without a quote limit. Issuing a deposit or balance invoice uses one of Free's five monthly invoices. Draft invoices don't count towards that allowance.

See how it all connects

Bilbee is invoicing, expenses and tax for Australian sole traders.

Less admin. More time for your business.

Add your business details, send an invoice, record an expense. The estimate does the rest.

Start free

Free to start: five invoices a month, no card.