Quotations & Invoices

Send professional documents to customers.

• Sending quotations and invoices by email or WhatsApp
  Deliver the PDF straight to the customer without leaving the CRM.
• Recording invoice payments
  Mark an invoice paid — in full or in part.
• Converting a quotation to an invoice
  One click, and the quote becomes a bill — nothing re-typed.
• Creating your first quotation
  Build a professional quote with line items and GST.