Quote and invoice software for UK trades.

Send professional quotes your customers can accept online, then turn them into jobs and invoices without retyping a thing. Staged payments, CIS deductions, and online card payments are built in, so getting paid takes far less chasing.

Book a demo Talk to sales

Quote LT-2606-FIT25

Supply and glue down engineered oak, kitchen

Prepared for Haddenham · VAT exclusive

Preparation£215.00
Uplift and dispose of flooring25 m²£125.00
Furniture moving2 rooms£90.00
Materials£2,057.50
Engineered oak boards27.5 m²£1,691.25
Adhesive, membrane, and trims5 items£366.25
Labour£630.00
Floor fitting labour25 m²£450.00
Labourer1 day£180.00
Subtotal£2,902.50
VAT 20%£580.50
Total£3,483.00

Quoting and invoicing should never take longer than the job.

From the first estimate to the final invoice, keep customer details, quote decisions, and payments together instead of chasing separate spreadsheets.

Keep accepted work moving with job management and record labour hours with time tracking for field teams.

Sales, ops, and finance stay aligned.

Everyone works from the same quote and invoice record.

Follow up on quotes

Reuse branded templates and configure follow-ups for unanswered quotes.

  • • Template library
  • • Quote status
  • • Client history

Keep jobs moving

Turn accepted quotes into jobs, then set visit dates and assign the crew.

  • • Scope clarity
  • • Job handoff
  • • Document trail

Get paid cleanly

Keep deposits, payment stages, and outstanding balances with one invoice.

  • • Invoice status
  • • Payment reminders
  • • Audit-ready exports

Move from manual documents to one connected sales process.

See what changes when quoting and invoicing live alongside the customer and job record.

Without Intrflex

  • - Quotes rebuilt in spreadsheets for every change.
  • - Manual follow-ups with no clear status.
  • - Invoicing detached from the job history.

With Intrflex

  • + Templates auto-fill client and job details.
  • + Live status for quotes, approvals, and invoices.
  • + Every document stays tied to the job record.

Create, send, track, and collect in one place.

A connected workflow keeps every customer-facing document consistent from the first quote to the final payment.

01

Create

Build branded quotes and invoices from reusable templates.

02

Send

Share a secure customer page and professional PDF.

03

Track

Follow views, decisions, payment stages, and reminders.

04

Reconcile

Keep payments, deductions, and accounting records aligned.

The Intrflex quote template designer with row layouts, content blocks, a drag and drop canvas, and an inspector panel
The quote template designer.

Build quotes and invoices that look like your business.

Create reusable quote and invoice templates with your own structure, branding, colours, terms, payment details, and page layout. The same design powers the browser view, downloaded PDF, and email attachment.

  • 1 Arrange document blocks, columns, dividers, tables, totals, and payment schedules with drag and drop controls.
  • 2 Preview desktop and PDF layouts while you design, using realistic document data.
  • 3 Set a company-wide default or choose a different template for an individual quote or invoice.

Staged payments and CIS deductions on one invoice.

Agree a payment schedule and apply CIS without splitting the document. One invoice, one PDF, one customer link, and one complete payment history.

  • 1 Add payment stages with due dates and amounts that sum to the invoice total.
  • 2 Clients pay each stage through Stripe or PayPal, or mark a stage paid for bank transfers.
  • 3 Apply 0%, 20%, or 30% CIS to labour lines while materials stay untouched.
  • 4 Show tax, CIS deduction, and the final amount payable on the invoice and PDF.
Book a demo
Demo invoice summary in Intrflex showing awaiting payment, a 20% CIS deduction, the amount payable, and a two stage payment schedule
A CIS invoice with two payment stages. Demo data.

Quote QT-1048

Live
1

Quote sent

09:12

Secure customer link and branded PDF delivered.

●

Viewed by customer

09:47

The public document view was opened.

✓

Quote accepted

10:03

Terms acknowledged and deposit unlocked.

£

Deposit paid

10:08
Stripe · Stage 1 of 4£4,600

Payment reminder in 3 days

Scheduled

Give customers one clear route to approve and pay.

Every quote and invoice can open on a secure, branded customer page. Customers can review the document, accept or decline a quote, download the PDF, and pay online without an account.

  • 1 See when a customer first views a quote and capture their acceptance or decline feedback.
  • 2 Take staged or full payments through Stripe and PayPal, or record an offline bank payment.
  • 3 Schedule automatic quote follow-ups and overdue invoice reminders with the latest PDF attached.

Price the job and chase it from site.

The Intrflex mobile app carries the same quotes and invoices as the office. Update pricing while you are still with the customer, then send or follow up without going back to a desk.

  • 1 Edit quote details, tax, status, and pricing lines on your phone.
  • 2 See which quotes have been seen, accepted, or need a follow-up.
  • 3 Send invoice follow-ups with the latest PDF attached automatically.
Book a demo
Editing a demo asbestos removal quote in the Intrflex mobile app Sending an invoice follow-up with the PDF attached in the Intrflex mobile app
Quote editing and invoice follow-ups in the Intrflex app.

Keep quotes and payments in sync.

Integrate invoicing with the tools your team already relies on.

QuickBooks

Accounting

Export invoices to QuickBooks for accounting.

Xero

Accounting

Sync invoices and payments with Xero.

Stripe

Payments

Take online card payments on eligible documents.

PayPal

Payments

Accept PayPal payments and track them in Intrflex.

Follow each quote through to payment.

Review quote decisions, invoice balances, and reminders from the document record.

Quote decisions

Online

Accept or decline

Document design

Templates

Reusable branding

Payment follow-ups

Reminders

Configured schedules

Invoice balances

Stages

Amounts and due dates

Connected quoting and invoicing workflows

Protect every document.

Keep quotes, invoices, and payment history secure without slowing teams down.

AWS hosting Encrypted storage Role-based access Audit-ready exports

Granular permissions

Control who can view, edit, or export documents.

Automatic backups

Quotes and invoices are protected by routine backups.

Secure file storage

Attached files stay protected with access controls.

Activity visibility

Track updates and changes for full accountability.

Quoting and invoicing, explained.

Answers to common questions about creating documents, handling CIS, collecting approvals, and getting paid.

Can I customise the design of quotes and invoices? +

Yes. Build reusable quote and invoice templates with your logo, colours, content blocks, tables, totals, payment details, terms, and page layout. You can preview both the browser and PDF versions before making a template active.

Does Intrflex support CIS deductions? +

Yes. CIS-enabled invoices can apply 0%, 20%, or 30% deductions to eligible labour while excluding materials. Labour can be identified through accounting codes or selected manually on each line.

What happens when a customer accepts a quote? +

Customers can accept quotes through a secure link without an account. You can then convert the accepted quote into a job, set visit dates, and assign the crew.

Can an invoice be split into payment stages? +

Yes. Add named payment stages with their own amounts and due dates while keeping one invoice, one PDF, and one payment history. Customers are guided to the next payable stage.

Which online payment methods are supported? +

Customers can pay eligible quotes and invoices through Stripe or PayPal. Bank transfers and other offline payments can also be recorded manually against the document or payment stage.

Can Intrflex chase overdue quotes and invoices automatically? +

Yes. You can configure follow-up schedules for quotes and overdue invoices. Intrflex sends the reminder with the latest PDF attached and keeps the follow-up history tied to the document.

Keep quotes, invoices, and payments connected.

Book a demo to see Intrflex quoting and invoicing in action.

Book a demo Talk to sales