Create and clone quotes
Prepare customer quotes, clone similar drafts, choose reusable invoice templates, keep draft/sent states clear, and convert accepted quotes into invoices.
Quotes, Invoices & Receivables
Sales invoices and receivables built for follow-up
Create quotes and invoices, manage customers, track receivables, record partial payments, and approve due-soon or overdue reminder follow-up by WhatsApp before cashflow gets messy.
For service businesses, freelancers, and small teams that need cleaner customer billing follow-up.
Workflows
Concrete workflows you can run
Practical jobs you can run from the module: create, send, track, record, review, and export without turning the page into a spreadsheet.
Send invoices from the app
Email invoices to customers from the sales workspace while keeping customer records, balances, and document status connected.
Track receivables
See what is outstanding, due soon, overdue, partially paid, manually paid, or fully paid before follow-up slips.
Approve reminders by WhatsApp
Receive a daily or on-demand WhatsApp summary, then approve or skip each invoice reminder with YES or NO before customers are emailed.
Record payments
Support Stripe, bank, and manual payment workflows where configured, including partial payment and balance tracking.
Review sales tax
Use sales tax summaries to support GST/BAS and bookkeeping review without rebuilding sales totals manually.
Benefits
- Improve cashflow visibility
- Avoid losing overdue invoices in spreadsheets
- Use templates and quote conversion to reduce repeat admin
- Trigger an overdue invoice check from WhatsApp when you need a fresh view
- 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 clone an existing quote?
Yes. You can copy a similar quote into a new draft so repeat customer work does not start from a blank document.
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, ask WhatsApp to run `/check`, and approve customer reminder emails one invoice at a time.
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.