Features / Invoices & Quotes
Send an invoice in under a minute. Then stop thinking about it.
Invoices and quotes the way small business actually uses them — templates that remember, numbering that just works, payments matched to the right line automatically. What gets sent gets tracked, what is outstanding is visible, what is paid is reconciled — without another piece of software.
Features · Invoices & Quotes
Overview
By what you hold
People and pay
Meeting the ATO
Asking for help
For accountants
Pick, send, track.
How sending an invoice actually works.
Create an invoice from a template, with your line items, GST handled, payment terms applied. Send it by email from the platform — no export, no separate mail client, no copy-paste. When the customer pays, the payment matches back to the invoice automatically. The invoice moves from outstanding to paid on the same dashboard you started from.
Quote first. Invoice when accepted.
Build a quote, send it with a quote number and a PDF. When the customer accepts, convert the quote to an invoice in one click — same line items, same GST, new invoice number. No re-entering, no mismatch between what was quoted and what was billed.
Who owes what, for how long.
The Invoices screen shows every outstanding invoice sorted by how overdue it is — a live Aged Receivables view inside the feature rather than a separate report you have to run. A glance tells you which customers are slow, which invoices are at risk, and which chase to prioritise on a Monday morning. When you chase, the platform holds the conversation history against the invoice itself.
What else you get.
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Reusable invoice templates — Logos, terms, default line items, branded header. Set up once, applied to every invoice.
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Automatic numbering — Sequential per company, never duplicated, never skipped.
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Recurring invoicing — For the customers you bill on the same cadence every month. Set the schedule, the invoice generates itself.
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Credit notes — Issue a credit against an invoice; the accounting follows automatically.
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GST treatment — Per-line GST handling, with totals summed correctly for BAS preparation.
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Multiple tax codes — Export-free supplies, GST-free items, input-taxed — all handled.
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Payment matching — Bank transactions that look like invoice payments are suggested automatically for matching.
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Attachments — Attach a PDF, a photo, or supporting documentation to any invoice.
The reports that come with it.
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Aged Receivables — Outstanding invoices grouped by days overdue (0–30, 31–60, 61–90, 90+). Collection priority at a glance.
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Sales by customer — Who has paid you what, over any period.
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Sales by item — Which products or services are carrying the revenue.
See the rest of the platform.
Every feature of myaccountant follows the same philosophy — show what matters, hide what does not, earn the reader's attention before demanding it. Browse the full Features library to see how each piece of the platform is shaped around that principle.