INV-DEMO-0042 — Demo Client 01Sent · Due 18 Sep 2026
SentR4 160.00 dueShiftly Billing
From quote to invoice. One clear workflow.
Bring customer details, reusable products and services, quotes, invoices, recorded payments and recurring monthly drafts into one focused Billing workspace.
✓Payment visibility without pretending to be a payment gateway.
Shiftly BillingDemo workspaceBILLING OVERVIEWNorthfield Demo Services
24Clients38Items12Quotes19Invoices
Payments receivedR28 640.00Outstanding valueR9 820.00Recurring revenueR14 250.00
InvoicesSeptember 2026
INV-DEMO-0041 — Demo FacilitiesPayment recorded · Balance R0.00
PaidR0.00 dueINV-DEMO-0040 — Example Field TeamPayment recorded · Balance R2 100.00
Partially paidR2 100.00 due✓ Ready to convert
The Shiftly Billing flow
- 01ClientsKeep the details
- 02ItemsReuse services
- 03QuotesBuild and track
- 04InvoicesCreate or convert
- 05PaymentsSee the balance
A clearer billing picture
See what moved—and what still needs attention.
Review recorded payments, outstanding balances, recurring value and invoice status from the same workspace that holds your billing documents.
Fictional demonstration figures. Shiftly records payment information; it does not automatically collect customer payments.
Build a better quote
Reusable details when you want them. Manual lines when you need them.
Select an existing client and billable item, or add a manual company or line for a once-off quote. Quantities, discounts and VAT treatment stay visible while the totals are prepared.
- Draft, sent, accepted, declined and expired statuses
- Reusable or manual quote lines
- Duplicate an existing quote as a new draft
- Download PDF or open print/preview
NEW QUOTEQ-DEMO-0042
DraftClientDemo Client 01Issue date02 Sep 2026Expiry date16 Sep 2026
DescriptionQtyDisc.Total
Monthly Site SupportSERVICE-001 · Standard VAT25%R10 925.00
Additional call-outManual line · Standard VAT10%R1 555.00
VAT includedQuote total R12 480.00
Quote to invoice
Create it directly—or convert the accepted quote.
Accepted quotes can become draft invoices without rebuilding the client and line details. Direct invoices remain available for work that did not begin with a quote.
Payment visibility
Know what’s been paid—and what’s still outstanding.
Record payments against an invoice with a date, method and reference. Shiftly keeps the paid total, payment history and remaining balance visible.
DraftSentPartially PaidPaidOverdueCancelled
No bank feed, automatic reconciliation or payment collection is implied.
NORTHFIELD DEMO SERVICESTAX INVOICE
INV-DEMO-0042Bill toDemo Client 01Due date18 Sep 2026
Monthly Site SupportR12 480.00
Total R12 480.00Paid R8 320.00Balance due R4 160.00
↓ Download PDF▧ Print / Preview
Recurring monthly drafts
Take the repetition out of recurring invoices.
Configure a reusable monthly template with the client, line items, invoice day and payment terms. Shiftly prepares a draft invoice for review when the scheduled date arrives.
- Active or paused templates
- Start date and optional end date
- Invoice day and due-after terms
- Next draft and recent run visibility
Shiftly prepares drafts. It does not automatically charge the customer.
RECURRING INVOICEMonthly Site Support
ActiveClientDemo Client 01
Invoice day15Due after30 daysNext draft15 Sep 2026
Monthly totalR12 480.00
✓Last run successfulDraft invoice created for August
Details worth reusing
Set up the records behind every document.
Keep client contacts and billable products or services ready for the next quote, then maintain the company details that belong on your documents.
Client records
Company name, contact person, email, phone, VAT number, address and active status.
Billable items
Item code, description, unit, price and VAT treatment for reusable products or services—not inventory.
Document settings
Registration and VAT details, contact information, banking details, payment terms and default invoice notes.
Billing questions
Clear answers before the first document.
Understand exactly what Shiftly Billing handles—and where its responsibility ends.
Discuss your billing workflowYes. Quotes can use saved clients and items or manual details, while invoices can be created directly or from an accepted quote.
Yes. Once a quote is marked accepted, Shiftly can convert it to one draft invoice and carry across the saved client, line and total information.
Shiftly supports active or paused monthly templates and prepares scheduled draft invoices for review using the configured invoice day and due terms.
No. Recurring Billing prepares invoice drafts. It does not operate a payment gateway or automatically collect money from customers.
Yes. Payments can be recorded with their date, amount, method, reference and notes. Shiftly then shows the paid total and remaining balance.
Yes. Quotes and invoices support direct PDF download as well as a separate print and preview option.
Yes. Client records and billable products or services can be saved, updated and reused. The item catalogue is for billing details, not stock or inventory management.
No. Billing manages customer-facing quotes, invoices and recorded payments. Workforce payroll preparation and employee payslips are separate Shiftly capabilities.
More than Billing
Run the workforce behind the work, too.
Shiftly also supports attendance, employees, sites, hours, leave, payroll preparation and employee payslips for operational teams.
See Shiftly Billing in action
Let’s talk about your billing workflow.
Tell us about the clients, documents and recurring work your team manages, and we’ll help you explore the right Shiftly setup.
✓ Explore the Billing workspace✓ Discuss quotes and invoices✓ Review recurring-draft needs
Already using Shiftly? Go to Client Login →