Set out the price
List the goods or services, quantities, prices and payment terms in a quote. Your customer can see exactly what they are accepting.
Small business invoicing software
When the same person handles the customer request, the work and the bill, it is easy to lose track of what was agreed. Pocket Invoice keeps your quotes, invoices, customer details, expenses and payment records together, so you can pick up where you left off.
From the first quote to the final payment
Keep the details of each sale in view, even when several jobs are moving at once.
Bill for what you delivered
After the work is agreed, turn the quote into an invoice in the Web app. Check the final quantities and any changes before you send it.
See what is still due
Record deposits and later payments against the invoice. The remaining balance stays connected to the right customer and job.
What should a small business invoice show?
Give the customer a clear record of who sold what: your business and customer details, invoice number and date, each item or service, quantities, prices, applicable tax, total and due date. If the customer paid a deposit, make the balance easy to find.
A quote is a starting point, not a finished invoice. If the scope or quantity changed while you worked, update the bill to match what was actually delivered.
Make an invoice →Before you press send
- Check the customer's name and billing address.
- Match each line item to the delivered work or goods.
- Confirm the due date, payment terms and any deposit already received.
Why choose Pocket Invoice for your small business?
Prepare professional documents and keep customer details, spending and payments together while you handle the work.
Your business on every document
Add your logo and contact details, choose the PDF style and itemize what you sell. Customers receive a clear quote or invoice.
Less retyping for each sale
Use saved customers and items, then convert an approved estimate into an invoice in the Web app. Review this order's quantities and prices before sending.
A record of costs and money received
Keep expenses with the customer or project and record payments against invoices. You can see what was billed and what remains unpaid.
What does your business actually earn?
A small business owner's income cannot be summarized by one salary figure. Sales, cash received and profit answer different questions: what you billed, what customers paid and what remains after business expenses.
The U.S. IRS describes net business profit as business income minus business expenses. Tax treatment depends on your location and business structure, but keeping complete records helps you prepare the figures your accountant needs.
Use the profit margin calculator to compare costs with a selling price. In Pocket Invoice, keep purchases and payments current so an unpaid invoice or an unrecorded expense does not give a misleading picture.
Reference: IRS Self-Employed Individuals Tax Center.
Work out the price, then choose the right document
Use a calculator for the numbers and a quote or invoice for what the customer needs to see.
Service price calculator
Compare the cost of a service with the price you plan to charge.
Calculate a price →Estimate generator
Describe the proposed work and price before the customer agrees.
Make an estimate →Invoice generator
Bill the goods or services you actually delivered.
Make an invoice →Profit margin calculator
Check the difference between your selling price and costs.
Check your margin →Common invoicing questions
Should a small business use a free invoice generator or an invoicing app?
The free invoice generator is useful when you need to prepare and download a single PDF. Choose Pocket Invoice when you want to reuse saved customers and items, turn accepted estimates into invoices in the Web app, and keep expenses and payment history. An invoice records what you charged; record money received and business costs as well when reviewing your finances.
What if a customer pays only part of an invoice?
Keep the invoice at the full sale amount and record the payment received against it. You can then see the balance still owed.
Can I turn an accepted estimate into an invoice?
Yes, in the Web app. Review the final work and quantities before sending because the completed job may differ from the original estimate.
Do I need a new customer record for every order?
No. Reuse the customer's saved details, then check the address, scope and price for each new order.
Do invoices show whether my business is profitable?
An invoice shows a sale. Compare it with your expenses and actual payments to understand what came in and what the work cost.
Get the next invoice out of your way
Make a quote, bill the finished work and keep the payment record with the right customer.