From quotation to invoice
Prepare a quotation, convert accepted work into an invoice and keep customer details in the same workspace. Invoice lines carry their own income accounts and reporting dimensions.
Follow what is still owed
Record customer receipts, allocate one payment across several invoices and track unused receipts. Customer statements bring invoices, credits and payments into a running balance.
A document you can send
Print branded invoices using the company profile, currency and document details. Supporting files stay with the transaction rather than in a separate folder.
Keep corrections accountable
Use credit notes and sales returns for issued invoices. Posted documents have an accounting history, so a correction is not the same as overwriting a spreadsheet cell.