Create quotes and invoice templates
Prepare customer documents with reusable invoice templates, keep draft/sent states clear, and convert accepted quotes to invoices.
Quotes, Invoices & Receivables
Sales invoices and receivables built for follow-up
Create quotes and invoices, manage customers, track receivables, record partial payments, and keep due-soon and overdue invoices visible before cashflow gets messy.
For service businesses, freelancers, and small teams that need cleaner customer billing follow-up.
Workflows
Concrete workflows you can run
Each page is built around practical jobs users already do: collect, review, follow up, approve, and export.
Send invoices from the app
Email invoices to customers, keep customer records connected, and track delivery and payment status in one workflow.
Track receivables
See what is outstanding, due soon, overdue, partially paid, manually paid, or fully paid.
Record payments
Support Stripe, bank, and manual payment workflows where configured, including partial payment tracking.
Review sales tax
Use sales tax summaries to support GST/BAS and bookkeeping review.
Benefits
- Improve cashflow visibility
- Avoid losing overdue invoices in spreadsheets
- Use templates and quote conversion to reduce repeat admin
- Keep customer activity and balances in one place
- Connect sales records with tax-ready reporting support
FAQ
Can I convert a quote into an invoice?
Yes. Accepted quotes can be converted into invoices so the sales workflow stays connected.
Can I record partial payments?
Yes. The Sales module supports manual and partial payment tracking.
Does Sales help with overdue follow-up?
Yes. You can track due-soon and overdue invoices, customer balances, partial payments, and manual payment status from the sales workspace.
Can I use different invoice templates?
Yes. Sales supports reusable invoice template workflows so recurring customer billing does not start from scratch each time.
Ready to see it in your workspace?
Start with one module, choose the Bundle when you need everything connected, and keep your historical records readable as your billing changes.