Quotes & Invoicing

Quotes turn DVI findings into priced line items the customer can approve. Invoicing collects the money and posts it to your general ledger — automatically, with insurance splits when applicable.

Building a quote

Each DVI item flagged Needs attention becomes a draft line item on the job's Quotation tab. For each line item you can:

• Set the service (pulled from your service catalog with default labour time and pricing).
• Add parts — pulled from inventory with current weighted-average cost.
• Apply a line-level discount (% or amount).
• Add a membership discount if the customer is on a loyalty plan.
• Flag the line as insurance-covered and set the coverage %.
• Add a note for the customer.

You can add, remove, or adjust any line before sending. Save as draft to come back to it.

Sending for approval

Click Send. The quote goes draft → sent and the customer receives an SMS / email link to your Customer Portal where they can:

• Review each line item.
• See photos from the DVI for context.
• Approve all, approve partially, or reject.
• Message back if they have questions.

Approvals are recorded with timestamp + IP — a real audit trail.

Insurance-split invoicing

When a job is billed to insurance, JemetiOS handles the split automatically:

1. On the job, set the payer type to insurance and pick the insurance payer (configured in Workshop → Insurance Payers).
2. Set the pre-authorized limit.
3. Mark each quote line item with the insurance coverage %.

When you generate the invoice:

• A customer invoice is created for the uncovered portion + any deductible.
• An insurer invoice is created for the covered portion, with the DVI photos attached as evidence.
• Both invoices auto-number (INV-{year}-{seq}) and are linked to the job for traceability.

Invoice lifecycle

draft → issued → partial / paid / overdue / cancelled

Every invoice is auto-numbered and computes its own:

• Subtotal
• Total discount
• Tax (split per line, country-aware — Bangladesh VAT 15%, Malaysia SST 8%/10%, pluggable for more)
• Balance due

Payments

A single job can have multiple payments — advances, partials, finals, or refunds. Each payment records:

• Method (cash, bank, card)
• Account (from your Payment Accounts list)
• Amount + reference
• Auto-numbered receipt (PAY-{year}-{seq})

Payments post to the GL automatically.

Credit notes

If you need to refund or correct an invoice, issue a credit note (CN-{year}-{seq}). Credit notes can be flagged for restock — the inventory ledger is automatically reconciled.

Supporting documents

From any job you can generate:

• DVI report (HTML / PDF) — for the customer's records or for an insurance claim.
• Gate pass — vehicle-exit credential with the customer's signature.
• Satisfaction survey — short post-delivery survey that the customer fills in from the portal.

Document templates

All printable documents — invoices, delivery challans, gate passes, receipts, and payslips — are styled from templates you control:

• Primary color, font family, font size.
• Footer text and header notes.
• Section toggles (show logo? show tax breakdown? etc.).

Edit templates at Settings → Document Templates and preview them live before saving.

Tips

• PDF delivery: invoices, challans, and gate passes can be opened as PDFs straight from the browser, or sent to the customer by email.
• POS quick-sell: the same invoice pipeline is used by the Point of Sale terminal — a counter sale and a job invoice are the same thing.
• Real-time GL: every invoice / payment / credit note posts to the general ledger the moment it lands. There's no end-of-day batch.

Next: Inventory & Vendors, or read the Bay Floor View.