Streamline Operations / Catering & Invoicing

Quote catering. Get paid. Without spreadsheets.

Build branded quotes from your existing catalog, capture deposits, convert to invoice in one tap, and accept online payment — all on the same SalesVu account that runs your front counter.

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One

catalog for POS, online & catering

Quote → Invoice

in a single tap

Online

card and ACH payment

Auto

deposit credit on the balance

Everything you need

From first inquiry to paid invoice.

Build quotes from your catalog

Add products and services to a quote in seconds. Apply per-line discounts, taxes, and notes from the same item library that powers the rest of your SalesVu account.

Send a client quote, get a signature

Email a branded PDF quote to a client. Capture acceptance and a deposit before the kitchen begins prep.

Convert quote to invoice in one tap

When the event is confirmed, turn the quote into an invoice without re-keying line items. The deposit applies automatically against the balance.

Apply discounts and gratuity

Discounts at the line or order level, plus configurable service charges and gratuity for off-premise events.

Email the invoice for payment

Customers click a link in the invoice email and pay by card. The invoice closes itself in your books the moment payment lands.

Accept electronic payments and refunds

Take card, ACH, or in-person payment against any invoice. Issue full or partial refunds in two taps with a full audit trail.

How it works

A clean workflow from inquiry to payment.

Create the quote

A client requests catering for a 60-person event. Your team builds a quote from the catalog: entrees, sides, beverages, staffing, delivery.

Send for approval and deposit

Email the quote as a branded PDF. The client clicks a payment link to pay the deposit and lock the date.

Convert to invoice on event day

Turn the accepted quote into an invoice with one tap. Adjust headcount or add last-minute items; deposit credits automatically.

Collect the balance

Email the final invoice for online payment, or settle in person at delivery. Receipts go to the client and your accounting integration.

Built into SalesVu

All the capabilities you need to win catering.

Create products and services once and reuse on every quote
Add line items, modifiers, and notes to a quote
Send the quote to the client by email
Apply order- or line-level discounts
Turn an accepted quote into an invoice in one tap
Email the invoice for online card or ACH payment
Accept electronic payments and issue refunds
See AR aging and outstanding balances in your back office

Sample quote

House salad (60 ct)$420.00

Braised short rib entrée (60 ct)$1,740.00

Seasonal vegetable side (60 ct)$360.00

Beverage service$240.00

Delivery & setup$200.00

Deposit (25%)$740.00

Built for operators that quote and invoice

Caterers

Service businesses

Venues

Bakeries

Coffee roasters

Wholesalers

Tap any feature

A guided tour of catering quotes and invoices

Click through what catering managers do every week — see the real screen before you book a demo.

Frequently Asked Questions

Is this a separate product from the SalesVu POS?

No. The Catering Quote & Invoice Manager runs on the same SalesVu account, catalog, customer list, and reporting as your POS, eCommerce, and inventory modules. Quotes and invoices show up in the same revenue dashboards as in-store sales.

Can I take a deposit and charge the balance later?

Yes. Capture a deposit at quote acceptance, then charge or collect the balance when the invoice is finalized. The deposit is applied as a credit so the open balance is always accurate.

Can clients pay the invoice online?

Yes. Every emailed invoice includes a secure payment link. Clients pay by card, and the invoice marks itself paid in your back office.

Does it integrate with my accounting system?

SalesVu integrates with QuickBooks Online and Desktop, plus other accounting tools, so quotes, invoices, payments, and refunds flow through without manual entry.

Can I run reports on catering separately from in-store sales?

Yes. Catering quotes and invoices are tagged so you can filter sales reports by channel, see win rates on quotes, and track outstanding AR.

What hardware do I need?

Any iPad or computer with a browser. The same hardware that runs the SalesVu POS or invoice app handles quoting and invoicing.

What does Send an Invoice on the POS Payment Screen do?

Convert any open ticket into an emailed invoice instead of taking payment now. Catering and B2B sales close from the POS without a separate invoicing tool.

What does Customer House Account do for catering?

Recurring B2B clients can be set up on a house account, billed against an agreed term, with tax handled correctly. Big monthly clients pay once instead of card-by-card.

What does Tax-Exempt Customer Marking do for catering?

Nonprofit and government clients are billed tax-free automatically. No more manual overrides every event, and the sales-tax filing stays clean.

What does House Account Tax Removal do?

Where allowed, items on a house-account invoice can be billed tax-free. B2B and intercompany workflows fit cleanly without a separate billing system.

What does Custom Fields on the Customer Profile do for catering?

Capture delivery address, dock contact, dietary flags, account contact — all on the CRM record. Catering ops stop being a sticky-note operation.

What does Save Customer Credit Card on File do for catering deposits?

Capture a deposit with one tap and run the balance against the same card at delivery. Cancellations and last-minute changes don't burn an event's profit.

Stop chasing catering checks.

Talk to a SalesVu specialist about quoting, invoicing, and collecting payment on the same platform that runs your front counter.

Book a Demo Talk to Sales

Quote catering. Get paid. Without spreadsheets.