How do bookings, quotes and invoices work in PlatPost?

What is in the Business area?

The Business area sits on the same login as your posts, under its own icon. It holds your clients, your services, your opening hours, the job calendar, your quotes, your invoices, your packages and your repeat invoices, and a settings page for the details your documents print.

Nothing in it is a marketplace or a payment service. It is the paperwork of a small business, next to the posts that bring the work in.

• Clients: a name, an email address, a phone number, a postal address and a note. You can archive a client and export what you hold about them.
• Services: what you sell, priced by the hour or per job, with a length and a tax rate. A service in use is archived, never deleted, so an old invoice keeps its name and price.
• The job calendar: every booking by day, week or month, with the hours and the money tallied for the month and for each client.
• Quotes and invoices: numbered documents with your logo, your brand colour, your payment details and your own fixed words at the foot.
• Packages, repeat invoices and deposits: sell a block of sessions, bill the same amount every period, or take part of a quote up front.

How does a client book a time?

You set your opening hours, your services and the gap between slots once. PlatPost then shows the open slots on a public booking page at your own address, and a client picks one.

The page asks for a name, an email address and a phone number, runs a human check, and counts bookings by address so a program cannot fill your diary. The client gets a confirmation email with a link to change or cancel the booking, and a reminder before the day.

1. Open Business settings and turn the booking page on. Pick the address it lives at.
2. Add the services a client may book, with their length and price.
3. Set your opening hours and any days off.
4. Share the address, or press Add my booking link in the composer to put it in a post.
5. A new booking appears on the job calendar and, on the day, on your PlatPost Calendar beside your posts.

How does a quote become an invoice?

A quote is lines: a description, a quantity, a unit price and a tax rate. PlatPost does the arithmetic on the server, a line at a time, so the total on the page is the total in the record. You send it by email; the client opens it by a link and accepts or declines on the page, with the name they typed and the time recorded.

An accepted quote becomes an invoice with one press, and it can issue a deposit invoice on its own when you asked for a deposit. An invoice can also be built from booked hours, a day, a week or a month at a time, and each booking is billed once.

1. Write the quote from your saved services or from new lines. Preview it on the paper your brand settings draw.
2. Send it. The client gets an email with a link that expires, and any change to the quote ends the old link.
3. The client accepts or declines on the page. You see the answer on the quote and in the Business lane on your Calendar when it waits too long.
4. Issue the invoice. It gets the next number, a due date from your payment terms, and a snapshot of your details and the client’s.
5. When the money arrives, mark it paid with the date. A wrong invoice is voided and a new one issued; an issued invoice never changes.

What does the client see, and what does PlatPost never do?

A client sees one page at a time: the booking page, or the one quote or invoice their link opens. Each page carries your business name and a Made with PlatPost line, shows no other client and no other document, and is kept out of search engines.

PlatPost never takes a payment, never holds money and never adds a card field. It never sends a client’s details to the AI. The Turn this job into a post button sends the AI only the service, the length of the job, the day and the words you type about it, so the post can name the client only if you type the name yourself.

The owner alone can change the payment links and bank details, after a fresh sign-in, and PlatPost emails the owner after every change, because a changed bank detail is how invoice fraud works.

How does it join your posts?

The Calendar shows your bookings beside your posts, and a Business lane at the top lists the jobs today, the quotes that have waited a week with no answer, and the invoices past their due date, each with one action.

When the next seven days hold few bookings, the lane offers a post with your booking link in it. A finished job can become a post in your own voice, and a ready message asks the client for a review. The Analytics page shows your bookings and the invoices paid in the last seven days beside your post numbers, and it claims no cause between them.

Questions people ask

Does PlatPost take the payment for an invoice?

No. Each invoice prints the payment links and bank details you added, the client pays you by one of them, and you mark the invoice paid. PlatPost holds no money and has no card field.

Can I change an invoice after I send it?

No. An issued invoice is a record, so it never changes and its number is never reused. To correct one, void it with a reason and issue a new one. A draft can be edited until it is issued.

Does the AI see my clients’ names?

No. The post written from a finished job uses the service, the length of the job, the day and the words you typed. A client is named only if you type the name into the post yourself.

Who is responsible for the tax on my invoices?

You are. You set your tax rate and number in Business settings, and PlatPost applies the rate you set, line by line. It gives no tax or legal advice; the terms say so in section 6b.

What happens to my business records if I close my account?

They are deleted with the account: your clients, bookings, quotes, invoices, packages and repeat invoices. Export your invoices as a file first; the Business area has an export for any date range.

Is there a limit on bookings or emails?

Yes, a fair-use limit on each paid plan: a number of customer emails a day and a number of public bookings a month. The pricing page states both for every tier, and PlatPost refuses the next one at the limit rather than charging more.