HustleNest Invoicing & Quotation

Category: Billing & Payments
Audience: All HustleNest users (Free / Motivated / Serious Business)
Also called: Quote, Estimate, Tax Invoice

Availability by plan

• Free (Side‑Hustle): Unlimited quotes & invoices • 1 template • up to 5 clients

• Motivated: Unlimited quotes & invoices • 2 templates • up to 10 clients

• Serious Business: Unlimited quotes & invoices • 5 templates • unlimited clients

All plans can create both quotes and invoices.

Quick start: create a quote or invoice

Open Invoicing

From the main dashboard, go to Get Paid → Invoicing.

Start a document

Click New Invoice or New Quote.

Branding

Choose a template and (optionally) upload your logo.

Client

Select an existing client or click Add new to create one.

Document details

Set the date, due date (for invoices), currency, and reference.

Items

Add products/services with description, qty, rate, and VAT (if applicable).

Extras

Add a discount (% or amount), a deposit (% or amount), terms (payment terms), notes, and bank details.

Finish

Review the live preview, then Share (email/link) or Download PDF.

Invoicing overview

Lists all drafts and sent documents; open any record to view, edit, duplicate, delete, or download.

The Get Paid dashboard (at a glance)

• Create a New Invoice or New Quote.

• See a history of your invoices/quotes; click any entry to preview, share, duplicate, download, delete, or edit.

Step-by-step details

1) Select template & logo

Your available template(s) depend on your plan: Free (Side‑Hustle) = 1, Motivated = 2, Serious Business = 5. You can upload or change your company logo at any time.

2) Add or choose a client

Create a new client profile or select from your existing list. Client records store billing details for faster invoicing next time.

3) Document details

• Invoice date: Defaults to today; change if you need to backdate or schedule.

• Due date (invoices): Defaults to 10 days after the invoice date; you can change it.

• Currency & reference: Choose the billing currency and add an optional internal or client-facing reference.

Invoice numbering

• On your first invoice of the period, enter the starting number you wish to use.

• After that, numbers auto‑increment; manual edits are disabled to keep numbering consistent.

4) Items (products & services)

• Create reusable products/services, then add them via the search bar.

• Set or adjust price per invoice if needed.

• Choose the correct VAT per item (if applicable).

5) Extras (discounts, deposits, terms, notes)

• Discounts: Add as percentage or Rand amount; optionally label it (e.g., Loyalty, Black Friday).

• Deposits/retainers: Add as percentage or Rand amount; the value is deducted from the subtotal.

• Terms: Add your payment terms (up to 200 characters).

• Notes: Provide any other important information for your client.

Review, send, and manage

Preview your document live, then share, download, duplicate, edit, or delete as needed.

Branding & templates

• Switch between available templates (plan-based).

• Upload or change your logo at any time.

• Use headings, footers, terms, and notes to reflect your brand tone.

Amounts, VAT, discounts & deposits

• VAT: Select the correct VAT option per item or in the totals section (per your tax situation).

• Discounts: Apply a percentage or Rand amount; label it for clarity.

• Deposits/Retainers: Apply a percentage or Rand amount; deducted from the subtotal.

• Currencies: Quotes and invoices support multiple currencies (up to 18 supported).

A short note explaining any discount or deposit improves client clarity.

Share, PDF, and tracking

• Share directly via email or copy a secure link.

• Download PDF: the file matches the live preview exactly.

• Use the Invoicing overview to find drafts/sent documents and manage them later.

Create an invoice from Time Management

Open Time Management → Insights or Timesheet & Billing.

Choose the date range for the work performed.

Click Create Invoice and confirm the client and line items.

Review in Invoicing; then share or download as usual.

You can also export CSV from Timesheets for your records.

Manage existing documents

• Open any quote/invoice to edit fields, change template/logo, or update items.

• Use Duplicate to reuse past work.

• Use Delete to remove drafts you no longer need.

Troubleshooting

• Totals look off → Check VAT per item and ensure the discount/deposit type (% vs Rand) is correct.

• PDF looks different → Reopen the document, verify the live preview, then download again.

• Missing client → Use search or Add new client.

• Can’t find a document → Ensure it was saved/created; refresh the overview.

• Share failed → Check connectivity; use Copy link and share manually.

Field reference (quick)

• Client: Billing details and contact info.

• Items: Product/service lines (description, qty, rate, VAT).

• Dates: Document date; due date for invoices.

• Currency: Choose the billing currency.

• Discount/Deposit: Percentage or Rand amount adjustments.

• Terms & Notes: Payment terms (up to 200 characters) and any important message.

• Template/Logo: Visual styling and branding.

Tags & synonyms

invoice; tax invoice; bill; quotation; quote; estimate; deposit; retainer; discount; VAT; template; logo; PDF; share link; email; currency; time tracking; timesheet invoice

FAQ