QUOTAVANI · SOURCED ANSWERS
Writing transaction descriptions
Give the customer, work, quantity and agreed rates clearly so an invoice draft has a useful starting point.
From the Quotavani team · reviewed 2026-11-13. Follow the links for more detail, or ask us about your app version.
From our product guides
How do I describe a transaction?
Name the customer, describe what you supplied and include the quantity and unit. Add the agreed rate when you know it. For service work, list labour, parts and travel separately if you charge for them separately. Then review the draft before you approve it.
From our product guides
What does the supplied transaction example show?
“Invoice Fabian for 4 Sandwiches” gives Quotavani a customer, product and quantity to work with. The website shows app screens recreated and refined for the web. Our downloadable tailoring invoice is a separate document created in the app, so it shows a different transaction.
From our product guides
Are suggested or saved prices final?
Check saved or suggested rates against the current agreement with your customer. Confirm the quantity, unit, currency, extra charges and tax, then correct anything that has changed before generating the PDF.
From our product guides
What if an instruction is unclear?
Add the missing details and correct the draft. Make clear whether you mean an hourly rate, a fixed job price or a price per item. Check that the right customer has been selected and that the amounts match your agreement.