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Billing

Create estimates, quotes and invoices from the all-in-one inspection and compliance monitoring platform with quick access to client details.

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Go digital with client billing

Send estimates, quotes and invoices to your clients by populating the client’s details for the site inspection or monitoring visit straight from the digital platform. Go paperless when invoicing clients for field inspections, monitoring visits or repair work. Add labour and parts for straightforward billing.

Create estimates

Create estimates for potential work for your clients

Provide an estimation of the costs you expect the work will involve

Include a breakdown of parts and labour so your client has a clear understanding of what the estimate includes

Create quotes

Provide quotes to your clients for future work

Billing documents include parts and labour as well as VAT rates which can be set for each individual entry

Easily generate an invoice when your client accepts a quote or estimate

Create invoices

Invoice for your work quicker. Billing documents can be sent to your clients by email from within Velappity.

Set standard terms and conditions for each of your billing document types. These can then be customised within individual billing documents as needed.

Track your invoices and other billing documents within Velappity for a clear overview of the status of each.

Billing software functionality

  • Go paperless with billing
  • Custom estimates, quotes and invoices
  • Add parts and labour
  • Create invoices from quotes and estimates
  • Add client details
  • Send via email
  • Set VAT rates
  • Create email templates
  • Define terms and conditions
  • Status tracking
  • Track creation date/time
  • Send client invoices faster

Velappity’s core billing features

Digitise billing

Use the digital tools to create paperless estimates, quotes and invoices.

Simplify invoicing

Create invoices directly from past client estimates and quotes once accepted.

Duplicate billing docs

Send similar quotes or estimates again by duplicating the billing document.

Parts and labour

Define parts and labour and their prices specific to your company’s services.

Status tracking

Track the status of estimates, quotes and invoices from the relevant tabs to identify required follow up.

Terms and conditions

Set your terms and conditions to pull through into billing documents.

Set VAT rates

Assign VAT rates to individual parts and labour, as rates can differ across products and services.

Email client invoices

Automatically email billing documents to clients from Velappity.

Start a free trial today to automate billing functions for inspections and compliance monitoring

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Benefits of using Velappity for billing

Quick and easy

Easily create and email paperless estimates, quotes, and invoices with Velappity. Duplicate documents instantly to generate similar billing for other clients.

Secure storage

Velappity securely stores all billing information in the cloud, keeping client data safe while ensuring easy access to all billing documents anytime.

All-in-one solution

Create and customise billing documents with Velappity—add labour, parts, design templates, and email quotes or invoices for faster responses and effortless client payments.

Frequently asked questions

You will add your email to the company profile before adding a contact person for each client, which requires contact details. Created estimates, quotes and invoices have a button that easily allows you to send clients the documents via email.

Yes, clients can choose to accept or reject quotes. Your clients will respond to you directly about quotes, meaning you are able to follow up with them about their reasoning if they choose to reject a quote. When a client has chosen to accept or reject a quote, you can then update its status within Velappity.

Payments cannot currently be taken through Velappity. Once payment is received, office users will update the invoice status. You can include payment details within the invoice and ask clients to include the invoice number as a reference in their payment.

An estimate is the approximate price clients will pay for the parts and labour while a quote is a finalised number to be agreed to by the client.

Work smarter to get more done

Go paperless

Automatic task creation

Reduce reporting time

Swift issue management

Improve communication

Increase profitability

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