Quick Invoice — Overview
The Quick Invoice is a full, legally compliant invoice that is created on the spot at your customer’s premises and signed digitally. It replaces the classic “delivery note now — paper invoice later” workflow with a single PDF that exists the moment it is signed.
Who is it for?
- Field staff and team leads close the job and issue the invoice immediately on-site.
- Owners and managers track open and paid invoices in one list with filter and payment status.
- Bookkeeping pulls a ready-made monthly archive (PDFs + summary + gap check) and skips the manual collection work.
- Customers get their invoice instantly — printed, AirDrop’d, WhatsApp’d or emailed straight from the app.
Key terms
- Quick Invoice — an on-site invoice with a consecutive number in the form
RG-YYYY-####. - Service template — a reusable line item (title, unit, default price, tax rate). Saves typing on recurring services.
- Dual signature — every Quick Invoice carries two signatures: yours (or your employee’s) on the left, the customer’s on the right.
- Saved signature — a signature drawn once and reused on future invoices with a single tap.
- Recurring contract — a contract that automatically creates a draft Quick Invoice every time a billing period is due.
- Bookkeeping archive — a one-click ZIP export of all invoices in a period for your accountant.
What makes the Quick Invoice trustworthy
- Gap-free consecutive numbering. Each invoice gets a unique, atomic number per business year — the system prevents duplicates and hidden gaps.
- Dual signature. Both you as the service provider and the customer sign the PDF. That gives the customer assurance and you a solid acceptance record.
- Tamper protection (SHA-256). Every finished PDF gets a cryptographic fingerprint stored alongside the document. If the PDF is altered later, the fingerprint no longer matches.
- Immutable once signed. A signed Quick Invoice cannot be edited any more. Corrections are handled via an explicitly labelled credit note.
- Payment status is separate. The “paid” flag can be added later — it never changes the invoice content itself.
Mobile or web?
| Task | Mobile (app) | Web (dashboard) |
|---|---|---|
| Create a new invoice on-site | Yes — primary use | — |
| Customer signs in person | Yes | — |
| Full invoice list with filters | Limited | Yes — primary use |
| Mark as paid | Yes | Yes |
| Per-customer history | Yes | Yes |
| Send to customer by email | Yes | Yes |
| Bookkeeping archive (ZIP) | — | Yes |
| Manage service templates | Yes | Yes |
| Manage recurring contracts | — | Yes |
| Sign drafts from recurring contracts | Yes | — |