Skip to content
CodexValley

Freelancer workspace: quote, invoice, receipt and payments

Send a quote, turn it into an invoice, issue a receipt when you are paid and keep track of what every client still owes.

For: Freelancers, consultants and service businesses.

Start with step 1
  1. Step 1: Invoice, Quote & Receipt Generator

    Make a quote. When it is accepted, switch the document type to invoice, and later to receipt. Your details stay filled in.

  2. Step 2: Invoice Payment Tracker

    Add each invoice to the tracker and see what is owed and overdue.

  3. Step 3: Business Expense Tracker

    Record your business costs with receipts for the end of the year.

How the workspace works

  • Open a step from here and a bar at the top of the tool shows where you are, with links to the step before and after.
  • Some tools have a "Next step" button that carries your result into the next tool in this browser tab, such as room areas into a bill of quantities.
  • Calculators and lists remember what you typed in this browser, so you can stop and come back. You can turn that off on each tool.
  • Nothing is uploaded. Files you choose stay on your device.

Other workspaces