How it works

From quote to paid, in three steps

No setup wizard, no importing spreadsheets to get started — you can have a real quote out the door in your first five minutes.

01

Quote the job

Build a quote against a client in minutes, with your logo and terms already set up once and reused every time.

02

Convert to invoice

Job's confirmed — turn the quote into an invoice with one click. Nothing to re-type, nothing to re-check.

03

Get paid

Email it straight from Matebooks with a Pay Now link, or record the payment yourself once it lands — a receipt is generated either way.

What happens behind each step

1 The client is matched or saved automatically by email — no separate "add contact" step, and their quote immediately shows up on their own client history page.
2 Converting a quote carries every line item, the client link, and your notes straight across — the new invoice gets the next number in your sequence automatically.
3 A Stripe payment automatically marks the invoice paid and generates the receipt; a manual payment does the same the moment you record it — either way, the client's history stays accurate.

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