Quotations and invoices

The invoice goes out before you're back in the van.

The job is done, but the invoice still needs someone to build it, check it, send it, and chase it. Invoicing AI takes that repeated work off the team. Quotations work the same way: the job details go in, the quote comes back ready to send.

Show me invoice automation

Connected quotation and invoice workflows are scoped on Enterprise. Setup and management included.

Invoices stop waiting for admin time

30-40 min

per invoice before. LinkTrade.

under 1 min

per invoice after. LinkTrade.

~90%

less invoice work.

Evidence

Based on customer results already published on this site.

What gets in the way now

Invoices wait until someone has time

The team finishes the work, then the admin catches up later. Late invoices mean late cash.

Excel becomes the workflow

Copy, paste, check, save, send. It feels small until volume grows.

Mistakes creep in

Pricing, discounts, customer details, and payment status all create room for human error.

What gets done without staff chasing

We set up the approved steps below, test the handovers, and improve the flow. Your team keeps the exceptions and judgment calls.

Prepares quote and invoice details

Customer, service, amount, date, and payment notes are pulled from the flow we set up. Quotation first if the job needs one.

Prepares the next payment message

The amount, payment method, document, and customer message are ready for your team to confirm.

Logs payment status

Paid, unpaid, or needs attention. The status is visible without chasing the whole thread.

Escalates exceptions

Discount disputes, special terms, and manual approvals stay with humans.

What this looks like in practice

01

A booking, job, or order reaches the invoice point.

02

Invoicing AI prepares the invoice details from the agreed flow.

03

Your team confirms the amount, payment method, and document before it is sent.

04

Your team sees what has been sent and what still needs attention.

Proof

LinkTrade cut invoice work by about 90%.

One invoice used to take 30 to 40 minutes. After chatavocado, that work dropped to under a minute.

Common questions

Does this replace my accounting system?

No. Your accounting system stays in charge of the books. Invoicing AI handles the repeated steps around it.

Do humans approve invoices first?

Yes. Your team confirms the amount, payment method, and document before the invoice email goes out.

What if pricing is complicated?

We map the pricing rules first. If something needs judgment, it goes to your team instead of guessing.

Can it send a quotation before the invoice?

Yes. If your flow starts with a quote, the quotation goes out first. Once the job is confirmed, the invoice follows from the same details.

Want us to check your flow?

Send us a message. We will show you what your team can stop chasing first.

What happens next

1

We look at your current WhatsApp and admin flow.

2

We show the first leak we would fix.

3

You decide if it is worth setting up. No pressure.

Show me what AI can do