QUOTAVANI · SOURCED ANSWERS
Reviewing and approving invoices
Check AI interpretation, customer details, quantities, prices and dates before generating or sharing a PDF.
From the Quotavani team · reviewed 2026-11-13. Follow the links for more detail, or ask us about your app version.
Some details are still being finalised
What invoice format can I send a B2B customer, and can it include a PO or payment reference?
Create a PDF invoice in the Android app, preview it and share it with your customer. Check their requirements for business details, amounts, dates and references. We have not confirmed dedicated purchase-order (PO) or payment-reference fields, so ask our team before relying on those features. You can view a sample PDF below.
From our product guides
How do I create and edit an invoice?
Describe the customer, work, quantities and agreed prices in the Android app. Review and edit the draft, then generate and preview the PDF before sharing it. Use the website for guidance and the free calculator. If you need to correct an invoice already sent to a customer, ask our team about the process for your installed version.
From our product guides
Can I track whether a customer has paid?
Record payment status and manage due dates in the app. Check that payment has arrived before marking an invoice paid. Automatic bank reconciliation is not a confirmed feature, and the website assistant cannot access your private app records or check payments.
Some details are still being finalised
Does Quotavani include a payment processor or automatically charge cleaning clients?
We have not confirmed a supported payment processor. Reusing an invoice helps prepare the next document; it does not automatically charge your customer. Ask our team about any payment integration you need. The website tools cannot collect payments.
From our product guides
How does the AI invoice generator work?
Type a transaction description and Quotavani turns it into an editable invoice draft. Check the customer, descriptions, quantities, rates, currency and tax: AI can miss details or misunderstand wording. Calculations run separately from the AI interpretation. You approve the document and choose how to share it.
From our product guides
What should I check before approving an invoice?
Check the customer, work supplied, quantities, unit rates, currency, tax, document date, due date and payment details. Compare them with your agreement and the work delivered. Then preview the PDF your customer will receive.
From our product guides
Does payment status verify a bank payment?
You can record payment status and manage due dates in the app. Check your payment service before marking an invoice paid: a status entry does not verify that money has arrived. Automatic bank reconciliation is not a confirmed feature.
From our product guides
Can AI approve and send invoices automatically?
You approve and send each invoice. AI helps prepare the draft; you review it, generate the PDF and choose when and where to share it. Our website assistant cannot send invoices to your customers.