Quotations written in a chat message and invoices typed into a spreadsheet are how event businesses lose track of what was promised, what was billed, and what GST is owed.
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Send a quotation as a PDF with your line items and a validity date. When the customer agrees, it converts into an invoice without re-entering anything — so the invoice always matches what was actually quoted.
Documents can be shared with a customer by link, so they do not need an account to see what they are paying for.
Tax is applied per document with inclusive or exclusive handling, and the rate is recorded on the document itself rather than being recalculated later from memory.
A GST summary by month and quarter sits in your reports, so filing season is a lookup rather than an archaeology project.
Invoices export in bulk as a ZIP file. That is usually the whole conversation with an accountant at the end of a quarter.
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