From quote to paid invoice, without leaving the platform
The gap between 'quote accepted' and 'invoice paid' is where most service businesses leak revenue and lose hours. Orbit closes it: quotes generate the delivery work, delivery generates the time and parts, and invoicing happens against the agreement — all in one platform.
Who it's for
- MSPs selling project work alongside retainers
- IT consultancies with scoped engagements
- Service teams with custom pricing per client
- Anyone tracking quote → delivery → invoice in three different tools
Pain points we solve
- Quotes living in PDFs disconnected from delivery
- Hours tracked in one tool, billed from another
- Manual invoice creation at end-of-month
- Revenue leakage from un-billed change orders
How Orbit fits
Orbit's quote-to-invoice flow uses a single client record. A quote becomes a project or agreement, which generates billable work, which generates Stripe invoices. The chain is auditable end-to-end, and there's no rekeying between systems.
What Orbit delivers
Quotes tied to client records
Build quotes inside the same client record where tickets and time live. Acceptance triggers the next step automatically.
Quote-to-project conversion
An accepted quote can spawn a project, an agreement, or recurring scheduled work — depending on what you sold.
Time and expense capture
Hours and parts roll up against the right agreement. Billable vs non-billable is tracked at the entry level.
Stripe-native invoicing
Invoices generate from accumulated time, agreement terms, or fixed-fee schedules. Stripe handles payments and reconciliation.
Change-order tracking
Scope changes are tracked against the original quote, so out-of-scope work doesn't quietly become free work.
When teams reach for this
- Fixed-fee project quotes converted into delivery work
- Hourly engagements with capped budgets
- Retainer renewals with new line items
- Pass-through hardware and software costs billed to the client
Frequently asked questions
- Does Orbit replace QuickBooks or Xero?
- No — Orbit handles invoicing and payment, then syncs the financial records to your accounting system. Your bookkeeping stays where it is.
- Can we offer ACH and credit card payments?
- Yes. Orbit uses Stripe under the hood, so any payment method Stripe supports is available.
- How are payments reconciled?
- When a Stripe payment clears, Orbit automatically marks the invoice paid and updates the client balance. Failed payments trigger configurable dunning automations.
Want to see how this works in Orbit?
Pick a 15-minute slot — we'll show how Orbit handles this in your workflow.
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