From the first quote to a clear sales record.
Give every sale a clear paper trail, from the first quote to the payment record.
For businesses that want customer-ready documents and a traceable path from proposal to payment.
Prepare the document
Choose the customer, add products or services, and review dates, tax and payment terms.
Share and follow the status
Use supported email, PDF or customer-facing links, and review the document status in the workspace.
Keep the evidence connected
Review receipts and credit-note workflows. Use recurring profiles for invoice drafts when your plan includes them.
Recurring profiles prepare drafts. Issuing, emailing, posting and receiving settled funds are distinct steps that still need the supported workflow and evidence.
Can I create quotes, invoices, credit notes and recurring invoices?
Create and manage quotes and invoices, share customer-facing links, email or download documents, and follow their status. Credit-note workflows preserve the relevant accounting records. Recurring invoice profiles create drafts on eligible plans; they do not automatically email those drafts or charge customers. Sending a document or scheduling a reminder does not guarantee delivery or payment.