Managing Quotes and Invoices
Sending professional quotes and invoices promptly is crucial.
Mobile invoicing for Creative
InvoiceXpress gives video editors access to quotes and invoices from the app, contracts and separate change orders, payment, balance and credit records from an app for iOS and Android.

The administrative work
Video Editors often need to account for huge file transfers and rendering time. InvoiceXpress connects the customer, quote, invoice, payment and supporting records used for that work in an app for iOS and Android.
Sending professional quotes and invoices promptly is crucial.
Following up on payments can be a hassle, especially when dealing with multiple clients and projects simultaneously.
Keeping accurate records of customer interactions and payment history is essential for building long-term relationships.
Relevant features
These capabilities are selected for the workflow described on this page.
Create, edit, preview and send quotations and invoices on iOS or Android. Convert an accepted quotation into an invoice without re-entering its customer or line items.
Create a contract for an invoice or quotation, collect a signature or initials, and document later scope changes without replacing the original agreement.
Record full or partial payments, follow remaining balances, and handle overpayments, tips, refunds and customer credits in the related records.
A practical sequence
Select or add the customer, reuse saved services or materials, enter the scope and pricing, then review the quotation preview.
Email the quotation or invoice with relevant attachments, or share its customer page through the device share sheet.
Use the selected payment, balance and credit records tools alongside document activity, payment and balance records.
Explore related workflows
FAQ
Video Editors can create, preview and send quotations or invoices in InvoiceXpress on iOS or Android. An accepted quotation can also be converted into an invoice without re-entering its customer and line items.
A quotation can include customer details, scope notes, reusable services or materials, quantities, units, taxes, discounts, photos and payment terms. Review the finished document before sending it.
Yes. Create a separate change order connected to the agreement, record the scope and price adjustment, and request a customer signature or initials without altering the original contract.
Available on iOS and Android
Create customer documents, record payments and expenses, and review business activity from iOS or Android.