Quote, invoice and get paid
Quotes convert into invoices, recurring invoices go out on their dates, customers pay online through the gateways you enable, and credit control follows up what is overdue.
Who uses it
- Business owner
- Sales
- Credit controller
- Bookkeeper
What it does
- Quotes to customers on the books, converted into invoices.
- Invoices and recurring invoices, with your own branding.
- Online payment through the gateways you enable.
- Settling many invoices from one bank line when a customer pays several at once.
- Credit control and write-offs.
- Wholesale: trade pricing and sales orders for trade customers.
How it works
- Send a quote; convert it into an invoice when accepted.
- The customer pays online or by EFT.
- Match the payment from the bank line.
- Follow up what is overdue.
The controls that protect it
- A write-off is requested with its reason and approved before it posts, relieving the VAT in the debt with it.
- A written-off invoice cannot then be voided or credited.
