Money
Quote & Invoice Drafter
A quote and its matching invoice drafted from your own figures, with the due date, late-payment line and VAT treatment spelled out instead of left to memory.
Reads your operating system before it starts. Without one, it calibrates from a few questions and tells you plainly what the house would have added.
The task
A client has said yes to a job and you need the quote on paper today, with an invoice ready to follow the moment the work is done.
By hand
You copy the last invoice, change the names, and hope you caught everything. Forty minutes in, the quote says one total and the invoice says another, because you edited a line item in one document and not the other. The due date says 'on receipt', which in practice means whenever the client feels like it, and there's no late-payment line because writing one felt awkward.
The VAT question you settle by looking at what the old invoice did, which was itself copied from an older one. Nobody checks that the tax treatment matches your actual registration, because there is nobody to check.
With the specialist
Three answers
The work and your prices, your payment terms, and the client's details. If your operating system is installed, your VAT registration, standard terms and late-payment policy come straight from your economics ledger; if not, five calibration questions stand in.
- QThe work and its price: your line items, your figures
- QYour payment terms: due date shape and any deposit
- QThe client's details for the invoice
The ship gate
Both documents are checked before you see them: every figure traced to a price you supplied, the two totals matched to the penny, and the VAT line confirmed against your stated registration rather than assumed.
- Every figure traces to a price you supplied; subtotals and totals are summed to the penny
- The invoice total equals the quote total exactly
- The VAT line appears only if you said you're registered, is omitted if you said you're not, and is a labelled blank if unknown: never assumed
- A real due date and a late-payment line are both on the invoice, never silently dropped
The deliverable
A ready-to-send quote with what's included, what isn't, and a validity period, plus a matching invoice with a real due date, a late-payment line and the tax treatment your registration requires. You set the invoice number and bank details, then send.
Sample output
What the deliverable looks like, on a neutral example.
A quote and invoice for a website rebuild
Payment terms: due by [issue date plus 14 days]. Late payment: your own policy line, or a labelled blank if you have none. Not included: content writing and hosting. Quote valid for 30 days; invoice number and bank details left for you to set.
By hand
typically 1 to 2 hours across two documents, with the tax treatment checked nowhere
With the specialist
three answers and a few minutes, then your review before sending
Illustrative comparison from the authors' own use; estimates, not measurements.
Quote & Invoice Drafter: £19, yours to keep.
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Runs on your own Claude subscription. Prices are indicative while we finish arguing about them.