Sales
From creating a customer and issuing a quote to converting it into an invoice and collecting payments β every front-office step in one place, flowing straight into finance receivables.
One invoice β see what's paid and what's left
Log multiple receipts per invoice; paid/outstanding and status update live and sync with receivables.
- Partial receipts: date / method / amount
- Status: unpaid / partial / paid
- Auto-marks settled when fully paid
| Date | Method | Amount |
|---|---|---|
| 2026/06/05 | Transfer | 144,000 |
| 2026/06/20 | Cheque | 100,000 |
| Item | Issued | Left | This |
|---|---|---|---|
| Switch | 6 | 4 | 4 |
| Install | 0 | 1 | 1 |
Installments and partial shipments β remaining quantities computed for you
Pick one of three modes β by line item, payment percentage, or custom amount; remaining billable quantities are auto-calculated (voided excluded).
- Live preview of this invoice's total
- First conversion locks the method to avoid double billing
All features
Customers
Maintain every customer record centrally as the source for quotes and invoices.
- Fields: code, name (required), tax ID, contact, phone, email and address.
- Country drives the applicable price book and currency.
- Enter once; quotes and invoices pull it in automatically.
Quotations
A dedicated quote editor with a header plus line items.
- Header: customer, date, tax rate, freight; lines: product / quantity / unit price.
- Auto-calculates tax and totals; one-click PDF printing.
- Once confirmed, convert to an invoice in one click (see conversion).
Invoices
Uses the invoice editor (header + lines) with built-in partial collections.
- Each invoice records multiple receipts: date / amount / method / note.
- Live paid / outstanding balance and status (unpaid / partial / paid).
- Fully paid auto-marks as settled; receipts share one dataset with finance receivables, synced both ways.
Invoice conversion
Turn a quote into an invoice β supports installments, deposits and partial shipments.
- Three modes: by line item (adjust this-time qty) / payment percentage / custom amount, with live preview.
- Issued quantities are back-calculated (excluding voided); remaining quantities show on each re-conversion.
- The first conversion locks the method; further invoices must use the same one (unlocked if all are voided).
Business cards
A personal card library available to every internal user (common feature, no permission needed).
- Upload front/back images; snap a photo directly on mobile.
- One-click AI OCR auto-fills name, company, title, phone, email and more.
- Share read-only with colleagues in one click; the owner can revoke anytime.
Card overview
A company-wide, read-only view of every card.
- Aggregates everyone's cards for centralized contact lookup.
- Cards persist even after the owner is disabled or deleted, shown via an OwnerName snapshot.
Run your sales flow end to end
Start free and take a quote all the way to cash.