Business Success

Preparing Quotes and Invoices Before the Holiday Break

Written by Mari Julian | Nov 10, 2025 1:50:52 AM

As the year winds down and everyone starts thinking about their Christmas break, many tradies are now managing jobs, sending quotes, and chasing invoices before businesses shut down for the holidays. Staying on top of your admin now can make a big difference in how smoothly your December goes.

Here’s everything you need to know about tradie invoicing and preparing your quotes before the year wraps up.

1. Get Your Quotes Out Early

December can be a busy month for clients trying to squeeze in last-minute jobs before the holidays. If you’re quoting work that might start in the new year, send those quotes early so clients can lock you in before they go away.

A few quick tips:

  • Be clear and detailed. Outline what’s included in the quote to avoid confusion later.
  • Set an expiry date. This helps you avoid old quotes coming back months later when material or labour costs may have changed.
  • Confirm availability. If you’re finishing up mid-December, make sure your quote states your last working day and when you’ll be back.

If you’re juggling multiple quotes, consider using digital tools to keep track of what’s been sent and what’s accepted.

2. Send Invoices As Soon As Jobs Are Done

When it comes to tradie invoicing, timing is everything. The sooner you send your invoice, the sooner you can get paid, especially before clients start closing up shop.

  • Invoice immediately. Send it as soon as you’ve finished the job. Many clients appreciate a prompt, well-presented invoice.
  • Add payment terms clearly. “Payment due within 7 days” should be easy to spot.
  • Include all details. ABN, contact details, bank info, job description, and total amount.

Some tradies prefer to email invoices later in the evening once they’ve double-checked everything. Others use mobile invoicing tools to send them on-site. Either way, consistency is key.

3. Use Tools That Work for You

Paper invoices are easy to lose and harder to track. Go digital instead.

Recommended tools for tradies:

  • Square: Ideal for on-the-spot payments. Perfect for small jobs under $700.
  • ServiceM8 or Tradify: Great for job management, scheduling, quoting, and invoicing all in one place.
  • Xero or QuickBooks: Best for integrating with your accountant and tracking finances across the year.

Cloud-based systems mean you can access everything from your phone, tablet, or laptop. No more digging through folders to find that missing invoice.

4. Be Clear About Payment Terms

Your terms should never be an afterthought. They protect your time and cash flow.

Make sure your payment conditions appear:

  • At the bottom of every quote and invoice
  • In your email signature
  • On your website or business profile

If you work with property managers or builders who have end-of-month payment cycles, talk to them early. Adjust your workflow so your invoices align with their schedule, or factor delayed payments into your cash flow plan.

5. Offer Easy Ways to Pay

The simpler it is for your clients to pay you, the faster they’ll do it. Offer multiple payment methods where possible — bank transfer, card, PayID, or mobile EFTPOS.

Portable payment systems allow you to accept payments on-site. It’s particularly handy for smaller jobs or when clients prefer instant transactions.

If you’re doing larger projects, progress payments might make sense — just make sure everything is clearly written and agreed upon before work begins.

6. Keep Records Organised

Having all your invoices, receipts, and quotes in one place makes tax time easier and helps track who owes what.

Simple habits to stay organised:

  • Save all invoices in a cloud folder
  • Use consistent file names (e.g., “Invoice_1234_SmithPlumbing”)
  • Reconcile payments weekly
  • Set reminders for overdue invoices

When you return from your break, you’ll thank yourself for having a clean, updated record of your jobs and payments.

7. Follow Up Before You Clock Off

Don’t wait until you’re halfway through your Christmas lunch to realise someone hasn’t paid you. Before you wrap up for the year, check your outstanding invoices and follow up politely.

Send a friendly reminder email or text a few days before your break. Something like:

“Hi [Client Name], just a quick reminder about the invoice for [Job]. Hoping to get everything squared away before the holidays. Thanks!”

It keeps things professional without being pushy.

8. Plan Your Cash Flow for the Holiday Period

Most tradies don’t get paid while they’re on holiday, so make sure you’ve got enough to cover personal and business expenses over the break.

Do a quick review of:

  • Upcoming invoices due before the holidays
  • Any expenses (materials, fuel, tools) you still need to pay
  • How long your next payment cycle will take in January

A bit of planning now saves a lot of stress later.

9. Update Your Online Profile

If you’re planning to take time off, update your ServiceSeeking.com.au profile with your holiday dates or limited availability. That way, potential clients know when you’re back — and you’ll return to fresh job leads waiting for you.

Listing your business on ServiceSeeking also helps new clients find you faster when they need work done before or after the holidays. Whether it’s quoting, invoicing, or booking jobs, a clear profile helps keep your calendar full year-round.