Quotations and invoicing
Quote, invoice and get paid without re-keying anything. A quotation becomes an invoice in one click, carrying its lines, pricing and GST treatment across.
- Quotations with approval and conversion
- Invoices with per-line GST treatment
- Recurring invoices on any cadence
- Credit notes: issue, apply, refund or void
- Customer statements, sent singly or in a batch
- Overpayment handling and credit balances
- Retention amounts for progress billing
- Duplicate any document as a starting point
Customers and credit control
Know who owes you what, and stop a bad debt before it starts.
- Customer records with contacts and terms
- Credit limits and credit holds
- Customer tiers for pricing and priority
- Receivables ageing at any date
- Self-service portal: invoices, receipts, statements
- Payment reminders and chasing
Online payments
Send a link, get paid. Customers settle from their phone without an account or a login.
- BSP, Cloudcode, Digicel MyCash, bmobile MoniPlus, Stripe
- Shareable payment links by email or SMS
- Payment gateway fees tracked per transaction
- Refunds recorded against the original payment
- Signed webhooks with idempotent completion