Billing
Create estimates, quotes and invoices from the all-in-one inspection and compliance monitoring platform with quick access to client details.
Go digital with client billing
Send estimates, quotes and invoices to your clients by populating the client’s details for the site inspection or monitoring visit straight from the digital platform. Go paperless when invoicing clients for field inspections, monitoring visits or repair work. Add labour and parts for straightforward billing.
Create estimates
Create estimates for potential work for your clients
Provide an estimation of the costs you expect the work will involve
Include a breakdown of parts and labour so your client has a clear understanding of what the estimate includes
Create quotes
Provide quotes to your clients for future work
Billing documents include parts and labour as well as VAT rates which can be set for each individual entry
Easily generate an invoice when your client accepts a quote or estimate
Create invoices
Invoice for your work quicker. Billing documents can be sent to your clients by email from within Velappity.
Set standard terms and conditions for each of your billing document types. These can then be customised within individual billing documents as needed.
Track your invoices and other billing documents within Velappity for a clear overview of the status of each.
Billing software functionality
- Go paperless with billing
- Custom estimates, quotes and invoices
- Add parts and labour
- Create invoices from quotes and estimates
- Add client details
- Send via email
- Set VAT rates
- Create email templates
- Define terms and conditions
- Status tracking
- Track creation date/time
- Send client invoices faster
Velappity’s core billing features
Digitise billing
Use the digital tools to create paperless estimates, quotes and invoices.
Simplify invoicing
Create invoices directly from past client estimates and quotes once accepted.
Duplicate billing docs
Send similar quotes or estimates again by duplicating the billing document.
Parts and labour
Define parts and labour and their prices specific to your company’s services.
Status tracking
Track the status of estimates, quotes and invoices from the relevant tabs to identify required follow up.
Terms and conditions
Set your terms and conditions to pull through into billing documents.
Set VAT rates
Assign VAT rates to individual parts and labour, as rates can differ across products and services.
Email client invoices
Automatically email billing documents to clients from Velappity.
Start a free trial today to automate billing functions for inspections and compliance monitoring
Benefits of using Velappity for billing
Quick and easy
Easily create and email paperless estimates, quotes, and invoices with Velappity. Duplicate documents instantly to generate similar billing for other clients.
Secure storage
Velappity securely stores all billing information in the cloud, keeping client data safe while ensuring easy access to all billing documents anytime.
All-in-one solution
Create and customise billing documents with Velappity—add labour, parts, design templates, and email quotes or invoices for faster responses and effortless client payments.
Frequently asked questions
How do I send billing documents to my clients?
You will add your email to the company profile before adding a contact person for each client, which requires contact details. Created estimates, quotes and invoices have a button that easily allows you to send clients the documents via email.
Can clients reject quotes?
Yes, clients can choose to accept or reject quotes. Your clients will respond to you directly about quotes, meaning you are able to follow up with them about their reasoning if they choose to reject a quote. When a client has chosen to accept or reject a quote, you can then update its status within Velappity.
Can I take payments through Velappity?
Payments cannot currently be taken through Velappity. Once payment is received, office users will update the invoice status. You can include payment details within the invoice and ask clients to include the invoice number as a reference in their payment.
What is the difference between estimates and quotes?
An estimate is the approximate price clients will pay for the parts and labour while a quote is a finalised number to be agreed to by the client.
Work smarter to get more done
Go paperless
Automatic task creation
Reduce reporting time
Swift issue management
Improve communication
Increase profitability