Quotes, invoices, budgets, and the service library.

The Accounting area groups every billing document for the active team. A budget is your internal cost plan; a quote is the client-facing proposal; an invoice is what you bill once work is agreed; and the service library is a reusable set of priced items you can drop into any of them.

The pieces connect end to end. Lines flow from a budget into a quote, an accepted quote becomes an invoice, and recorded payments move the invoice toward paid. You can also start a quote or invoice from scratch without a budget.

• Budgets — plan project costs and track margin (available on higher plans).
• Quotes — estimates you send to clients for acceptance.
• Invoices — bill clients and track payments and balances.
• Service Library — reusable billable items with pricing and cost.

The service library holds reusable line items so you price work once and reuse it everywhere. Each billable carries a name, description, unit, unit price, and an underlying cost used for margin calculations, plus optional defaults for quantity, discount, tax rate, and markup.

Items are owned at the team level. Admins create, edit, and delete library items; everyone with billing access can pull them into budgets and quotes through the library picker.

A budget is the internal source of truth for what a piece of work should cost and earn before anything goes to the client. Each budget gets an auto-generated number, starts as a draft, and holds line items that can be sections (for organization) or billable items with quantity, unit price, cost, discount, tax, and markup.

Build a budget three ways: add lines manually, import items from the service library, or import shift assignments from the schedule. Imported shifts resolve a billable rate automatically, preferring a confirmed rate, then a per-shift override, then the assigned user's day or hourly rate.

Finalizing a budget locks it against further edits and records who finalized it and when; you can revert it to draft to make changes. Reordering lines preserves their display position.

Because quote lines remember which budget line they came from, Lavori can compare what you quoted against what you budgeted. Variance sums the quoted line totals linked to a budget and measures the difference from the budgeted totals, so you can see at a glance whether a proposal is tracking above or below plan.

Only item lines are counted; section headers are organizational and excluded from the calculation.

Quotes are the client-facing proposals. Start one with the quote wizard by choosing a project or contact, picking a source item, and filling in recipient and dates, or build one line by line. Each quote is auto-numbered, supports per-line and document-level discounts, and renders to a branded PDF.

Send a quote by email and Lavori attaches the generated PDF and embeds a tracking pixel that logs opens. Sending moves the quote to sent and locks it; if you need to edit afterward, unlock it or clone it. Cloning resets the copy to draft, clears the signature and contract, and bumps the version suffix on the number.

Every interaction is recorded in an activity log, including who sent, viewed, accepted, or rejected the quote, along with channel and recipient details.

• Public, login-free portal link for the client to review the quote.
• Accept or reject with an optional signature and signed-by name.
• Contract PDF upload (up to 10 MB) attached to the quote.
• View, open, and decision timestamps captured automatically.

When a client accepts a quote, it can convert into an invoice that copies over the quote's line items. You can also trigger the conversion yourself from the quote, or create an invoice manually for work that never started as a quote.

Invoices are auto-numbered, calculate subtotal, discount, tax, and total, and carry payment terms such as due on receipt, net 30, or net 60. A due date is derived from the issue date and the chosen terms.

An invoice moves through a defined set of statuses, from draft and pre-payment through sent, pending, partial, paid, or void. Sending an invoice emails the client a branded PDF, mirroring the quote send flow.

Record payments against an invoice with an amount, method, optional date, transaction reference, and notes. Lavori totals all payments and updates the status automatically: a full payment marks the invoice paid, while a smaller amount marks it partial. The balance due is the total minus everything recorded.

• Payment methods: cash, check, wire, credit card, ACH, or other.
• Multiple payments per invoice for installments and partials.
• Profit and margin derived from line costs versus revenue.
• List every payment recorded against an invoice.

Budgets, quotes, and invoices each get a numbered identifier in the form PREFIX-YEAR-SEQUENCE, with the sequence resetting each calendar year. You can also supply your own number when you create a document.

Access is role-aware: admins see all billing documents in the organization, while creators and project assignees see the ones tied to their work. Contractors are blocked from billing entirely.