From quote to cash, in one flow.
Send estimates, proforma and retainer invoices, track sales orders and convert them to tax invoices. Automate repeat billing, send reminders and record what you receive.
- Estimate to invoice
- Recurring invoices
- Payment reminders
What you can do with Sales & Invoicing.
Estimates, proforma and retainer invoices, sales orders, invoices and receipts.
Customers
Keep customer records in one place, with active and inactive filters.
Estimates & proforma invoices
Send quotations and proforma invoices, then convert accepted ones into tax invoices.
Retainer invoices
Bill customers for an advance or retainer, then convert it to a tax invoice.
Sales orders
Track confirmed customer orders and convert them to invoices.
Invoices & recurring billing
Create, post and track invoices. Recurring templates generate invoices on a schedule, with optional auto-posting.
Receipts, reminders & credit notes
Record receipts to the ledger, send reminders on unpaid invoices, and issue credit notes for returns.
Get paid with less chasing.
Every document converts to the next without re-typing, and outstanding amounts are always visible, so nothing slips through.
- Posted, partial, paid and draft invoice views
- AR aging, customer balances and receivable details
- Sales by customer and item, plus a sales register
- PDF templates and number series set up your way
Sales & Invoicing, step by step.
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1
Quote
Send an estimate or proforma invoice.
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2
Confirm
Track the sales order once the customer agrees.
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3
Invoice
Convert it to a tax invoice and post it.
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4
Collect
Send reminders and record receipts.
Sales & Invoicing questions, answered.
Can an estimate become an invoice?
Yes. Estimates, proforma invoices, retainer invoices and sales orders can all be converted into invoices.
Can we automate repeat billing?
Yes. Recurring templates generate invoices on a schedule you set, and can post them automatically.
Can we send payment reminders?
Yes. Send reminders from the invoice list for unpaid invoices.
Explore other Ledger modules.
Sales, purchases, payments and bank entries post to one general ledger, so every module works from the same books.
See Sales & Invoicing in action.
Book a free Ledger demo and we will walk you through sales & invoicing using scenarios from your business.