Creating quotes and invoices

What this feature does

Ayebridge can create simple quotes and invoices as branded PDF documents and share them with a client in their portal. Each document has a status that you set yourself.

Ayebridge doesn't process payments. There are no payment buttons, payment links or card fields in documents or portals. Your client pays you directly, in whatever way you usually agree, and you update the status when you have been paid.

Quote and invoice documents are available on Freelancer Pro and above, and during the free trial.

Create a document

1. Open Documents in the sidebar (/app/documents).
2. Select New quote or New invoice.
3. Fill in the details:
   • Title, for example "Website redesign, phase 1".
   • Client, and optionally one of the client's projects under Project.
   • Issue date, plus a Due date (invoices) or Valid until date (quotes).
   • Currency.
   • Line items, each with a description, a quantity and a unit price.
   • Tax rate (%), if you charge tax on this document.
   • Notes, such as payment terms or a thank-you message.
4. Select Create quote or Create invoice. The document is saved as a draft. Select View PDF to check it.

Numbers are assigned automatically and are unique in your workspace, for example Q-1 for quotes and INV-1 for invoices.

The PDF uses your workspace name and, on plans with branding, your logo and accent color.

Share it with the client

When the document is ready, select Share in portal. The client's contacts can view and download the PDF in the Documents section of their portal, and receive an email about it, depending on their notification settings. Select Remove from portal to stop showing it.

Statuses

Your team sets statuses by hand. Ayebridge never changes them based on a payment.

• Draft. Not shared yet.
• Sent. Shared with the client.
• Accepted or Declined. For quotes, after the client tells you their decision.
• Marked paid. For invoices, once you have received payment yourself.
• Void. Canceled, for example after a mistake.

Keep voided documents rather than deleting them, so your numbering stays complete. Only drafts that were never shared can be removed: an owner or admin selects Delete draft.

Taxes and legal requirements

Invoice rules differ between countries. You are responsible for including the details your local rules require, such as your tax number or registered address, and for choosing the right tax rate. If you already issue official invoices from accounting software, you can still use Ayebridge for quotes, or add the official PDF to the project for the client to view.

Not your Ayebridge subscription

These documents are between you and your clients. Receipts and invoices for your own Ayebridge subscription are emailed by Stripe, our payment processor, and are available under Manage subscription on the Billing page. See billing and plans.

Read more about quote and invoice documents.