Documents
Every document, from the quote to the invoice, and what they share: send them, get them signed and paid in the client portal, and number them.
Send, sign and number
Send, sign, collect and number documents.
Quotes
Create, revise, confirm and invoice quotes.
Contracts and proformas
Contracts, and proformas before the invoice.
Invoices
Create, approve, collect and correct invoices.
Credit notes
Correct an invoice, refund the client or void it.
Simplified invoices
Receipts for direct sales, collections and refunds.