Start with a clear quote
Add the customer, line items, currency, validity and the tax treatment you choose. Preview the PDF and send it through a supported connected mailbox.
FROM THE FIRST YES TO THE FINAL PAYMENT.
Agree on the work.
Keep the details moving.
Prepare a quote, convert it to an invoice, deliver it and record the payment. A connected flow, with fewer details to type twice.
Create your workspaceONE JOB. EVERY STEP CONNECTED.
From “sounds good”
to money in the bank.
Follow a sample project. Your company details travel with it, so you don’t have to type them again.
Turn the agreement into an invoice
Convert an accepted quote without re-entering the same details. Keep issue status, delivery and payment separate: an invoice can be issued before it is delivered or paid.
Record what actually happened
Send by email, record delivery through another channel, or issue now and deliver later. Recording a payment creates a linked Money receipt; Reconcile matches it to the bank movement.
A LITTLE LESS FRICTION.
Your business.
A little more together.
Create your workspace Start with a free workspace. No card required.