Quotes, Invoices & Lisra Books

From quote to paid, and into your books.

Send quotes on your letterhead, bill every way you work, let customers pay online into your own account, and keep the cash book, expenses and tax set aside in Lisra Books.

Your accountWhere payments land
No Lisra feeOn payments
ExportFor your accountant
Oak & Ember StudioYour letterhead
QuoteInvoiceNo. 1042
Bill toR. Alvarez
DueOn receipt
ItemAmount
Site visit and estimate$120.00
Materials$340.00
Labor, 6 hours$480.00
Total$940.00
Paid
Sample document One document, quote to paid

Quotes written from the conversation.

Estimates and quotes go out on your letterhead. When a customer describes the job, the agent can write the quotation straight from that conversation for you to check and send.

Step 1

The customer asks

A customer explains what they need in a conversation with your agent.

Could you price a repaint of two bedrooms?
Step 2

The agent drafts the quote

The quotation is written from what the customer said, on your letterhead.

Quote No. 1042Draft
Step 3

You check and send

You review it, adjust anything you like, and send it when it is right.

Check and send

Bill the way your business works.

One-off jobs, regular customers, prepaid sessions or ongoing care. Each has its own way to invoice, so nothing is forced into the wrong shape.

Invoices

Clear invoices on your letterhead for any job or order, ready to send to the customer.

Recurring invoices

Set the invoice once for a customer you bill on a regular schedule.

Month-end invoicing

For customers on a billing agreement: one invoice for the whole month's work.

Packages of sessions

Sell a bundle of sessions up front and bill it as one package.

Maintenance plans

Ongoing care for a customer, billed as a plan instead of job by job.

Estimates for trades

Estimates shaped for trade work, so the price is agreed before the work starts.

Lisra Books keeps the money side tidy.

The everyday books of a small business, kept next to the quotes and invoices they come from, and ready for your accountant when you need them.

Lisra BooksEveryday ledger

Cash book

Money in and money out, in one running record.

Expenses with receipt photos

Log a cost and keep a photo of the receipt with it.

Tax set aside

Keep track of the money you set aside for tax.

Budgets

Plan what you mean to spend and keep an eye on it.

Unpaid invoices by age

Who owes what, and for how long, in one view.

Team pay rules

Set how each person on your team is paid.

Statement and accountant export

A clear statement, plus an export in layouts common accounting software can import.

Paid online, straight to you.

Customers pay online into your own payment account, with no Lisra fee from Lisra Launch up.

Your customerPays online
Your payment accountYour money

Lisra never holds your money.

Online payments

Customers settle invoices online, and the money goes into the payment account you connect.

Confirmation links

Send a confirmation link for an order or a booking, so the customer can confirm it.

Payments

Included from Lisra Launch, with no Lisra fee.

Quotations, invoices, fulfillment and Lisra Books

Included in Lisra Professional ($499/mo). On Lisra Launch and Lisra Growth, add them for $79/mo.

See a quote become money in the bank.

Book a short walkthrough and watch a quote turn into an invoice, get paid and land in Lisra Books.

Book a Demo →