Invoicing

The sale is approved. The invoice already has the details.

Generate a branded invoice from the accepted quote without retyping the customer, line items, pricing or tax. Deliver the secure invoice link and keep its status beside the same project.

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app.yourcompany.com / invoices

Branded Powerlily invoice generated from an approved solar quote

Quote to payment

Billing remains part of the customer record.

The invoice is the financial continuation of the approved sale, not a second document assembled from memory. Powerlily preserves the connection through generation, delivery and payment status.

01

Generate

Carry the approved quote forward.

Reuse the commercial details already reviewed by the team and customer instead of introducing a transcription step after the sale.

Powerlily invoice editor containing data from an approved quote — The sale becomes the invoice Commercial details do not need to be typed a second time.

01.01

Generate from the approved quote

Start the invoice from the exact sale the customer accepted.
01.02

Keep line items and quantities

Carry the quoted products, services, units and descriptions into billing.
01.03

Keep pricing, tax and customer details

Preserve the financial and contact information already present on the project.
01.04

Produce a branded PDF

Apply the company's logo and identity to a professional invoice that can be downloaded or delivered.

02

Deliver

Put a secure invoice in the customer's hand.

Use the same branded customer experience and direct delivery paths already associated with the project.

02.01

A secure invoice link

Give the customer protected access to the invoice rather than attaching sensitive project details to an uncontrolled public page.
02.02

Delivered by text

Send the secure link directly to the customer's phone for review and payment.
02.03

Available in the client portal

Keep the invoice beside the customer's other shared project documents under the installer's brand.
Client portal
02.04

A consistent customer identity

Continue the same brand the customer saw in the proposal instead of introducing a disconnected billing vendor experience.

03

Track

Keep status next to the work that earned it.

The team can follow billing progress in the same operational context as the quote, project and customer communication.

03.01

Sent status

Know that the invoice has entered the customer delivery workflow.
03.02

Viewed status

See when the customer has opened the invoice experience.
03.03

Paid status

Carry the completed payment state back to the connected customer record.
03.04

A coherent ledger trail

Keep the relationship between approved sale, issued invoice and payment outcome visible to the team.
CRM and workflow

Turn the approved sale into a traceable invoice.

Generate, deliver and track billing without disconnecting it from the customer project.

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