Feature

Branded Invoices. Sent in Minutes.

Turn an approved quotation straight into a branded invoice, split it into advance and balance, and let clients pay online — with every status tracked automatically.

Invoice #PLQ-1042Advance
Wedding Photography Package₹90,000
Advance (40%)₹36,000
Balance (due on event day)₹54,000
Due Now₹36,000
The Problem

Invoicing Shouldn't Take Longer Than the Shoot

Manually recreating invoices for every booking — copying pricing, adding your logo, splitting the payment — eats into time that should go toward the actual work.

Built from scratch each time

No template means retyping pricing and terms for every single booking.

Manual advance/balance math

Splitting payments by hand invites errors and inconsistency across clients.

No visibility on status

Hard to tell at a glance which invoices are paid, pending or overdue.

How It Works

From Quotation to Paid Invoice

1

Quotation converts to invoice

Once a client approves a package quotation, generate the invoice from the same details automatically.

2

Split into advance and balance

Define the split once — it applies consistently, and both invoices link to the same booking.

3

Client pays online

A payment link on the invoice lets clients pay directly, without a separate step.

4

Status updates automatically

Paid, pending and overdue invoices are tracked and reflected across your dashboard instantly.

Capabilities

What's Included

Quotation-to-invoice conversion

Turn an approved package quotation into an invoice with one click.

Branded templates

Add your logo, business name and details for a professional look.

Advance/balance splits

Generate linked invoices for advance and balance on the same booking.

Online payment links

Let clients pay directly from the invoice, wherever they are.

Live status tracking

See paid, pending and overdue invoices at a glance.

Automatic reminders

Pending invoices trigger reminders without manual follow-up.

FAQ

Common Questions

Can I turn a quotation directly into an invoice?

Yes. Once a client approves a quotation, it can be converted into an invoice automatically, keeping the same package details and pricing.

Can invoices be branded with my business logo?

Yes. Invoices can carry your business name, logo and contact details so they look professional and consistent with your brand.

Does it support advance and balance invoices separately?

Yes. A single booking can generate two linked invoices — one for the advance and one for the balance — both tracked against the same event.

Can I see which invoices are paid, pending or overdue?

Yes. Every invoice shows a live status, so you can filter for pending or overdue invoices without checking each one manually.

Can clients pay directly from the invoice?

Yes. Invoices include a payment link so clients can pay online directly, rather than needing a separate payment step.

Send Your Next Invoice in Minutes

See how Planniq turns quotations into branded, trackable invoices automatically.

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