Quoting and invoicing should never take longer than the job.
Spreadsheets and stale templates slow you down. Intrflex keeps quoting and invoicing professional, fast, and consistent.
Sales, ops, and finance stay aligned.
Everyone works from the same quote and invoice record.
Win work faster
Send polished quotes and follow up automatically.
- • Template library
- • Quote status
- • Client history
Keep jobs moving
Convert approved quotes into jobs without re-entry.
- • Scope clarity
- • Job handoff
- • Document trail
Get paid cleanly
Track invoices, payments, and overdue follow-ups.
- • 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.
Create
Build branded quotes and invoices from reusable templates.
Send
Share a secure customer page and professional PDF.
Track
Follow views, decisions, payment stages, and reminders.
Reconcile
Keep payments, deductions, and accounting records aligned.
Blocks
18 Foundry Lane, Manchester
QUOTE
QT-1048 · 14 Jul 2026
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.
Break invoices into payment stages without splitting the document.
Staged invoicing lets you agree a payment schedule with clients while keeping one clean invoice document, one public URL, one PDF, and one complete payment history.
- 1 Create optional payment stages with due dates and amounts that sum to your invoice total.
- 2 Clients pay each stage through Stripe or PayPal — the public invoice always shows the next amount due.
- 3 Record bank transfer and offline payments by marking individual stages as paid.
- 4 Invoice status stays clear: balance calculated from completed payments, paid only when fully settled.
Invoice #INV-0042 — £18,400
Deposit
Due 12 Jun · £4,600
First fix
Due 26 Jun · £6,900
Second fix
Due 10 Jul · £4,600
Handover
Due 24 Jul · £2,300
Quote QT-1048
Quote sent
09:12Secure customer link and branded PDF delivered.
Viewed by customer
09:47The public document view was opened.
Quote accepted
10:03Terms acknowledged and deposit unlocked.
Deposit paid
10:08Payment reminder in 3 days
ScheduledGive 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.
Calculate construction deductions without the spreadsheet.
Create CIS-aware invoices that separate deductible labour from materials, calculate the right deduction, and show the customer exactly how the amount payable was reached.
- 1 Apply 0%, 20%, or 30% CIS rates to invoice labour while leaving materials untouched.
- 2 Classify labour automatically with accounting codes or choose deductible lines manually.
- 3 Show subtotal, tax, CIS deduction, gross total, and final amount payable clearly on the invoice and PDF.
INV-0087 · CIS enabled
Labour
CIS labour code
£5,000
Materials
Materials code
£3,000
Keep quotes and payments in sync.
Integrate invoicing with the tools your team already relies on.
QuickBooks
AccountingSync invoices and payments without double entry.
Xero
AccountingKeep cash flow and records aligned automatically.
Stripe
PaymentsTake card payments and confirm faster.
PayPal
PaymentsAccept PayPal payments and track them in Intrflex.
Turn clearer workflows into healthier cash flow.
Speed up approvals and reduce admin while keeping every document and payment traceable.
Quote turnaround
2.4x
Faster approvals
Invoice accuracy
99%
Fewer corrections
Payment follow-ups
50%
Less chasing
Cash flow visibility
100%
Live status
Benchmarks vary by team size
Protect every document.
Keep quotes, invoices, and payment history secure without slowing teams down.
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.
Can customers accept quotes online? + -
Yes. Customers can open a secure public link, review the quote, acknowledge its terms, accept it, or decline it with optional feedback. No customer account is required.
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.
Send better quotes, get paid faster.
Book a demo to see Intrflex quoting and invoicing in action.