Sales
What you send to customers.
- Quotes and invoices on A4 or as a link
- Recurring invoices for rent and retainers
- Credit notes that restock returns
- Reminders before and after due date
Quotes · Invoices · Stock · Payments
Invoices, Stock and Payments
Invoices, Stock and Payments
in One Simple App
Know who owes you, what's on the shelf and what came in today. Quotes, invoices, stock and payments in one place, on any browser or phone.
5 invoice designs Multi-branch stock
Role-based access
Works on your phone
From Quote to Paid, Every Document Links to the Next
Convert instead of retyping. Stock moves when goods leave, and the customer's ledger updates itself.
Step 1 of 5QT-2026-0031
Send a quote
Price the job with your products, discounts and tax, then share it as a link. The customer accepts it online and it becomes an invoice in one click.
Share a linkNo attachments to chase
Accepted onlineThe customer clicks Accept
ConvertQuote turns into an invoice
QT-2026-0031 sent to Client 3Mon
Client 3 accepted the quoteTue
Step 2 of 5DC-2026-0018
Deliver the goods
A delivery challan records what left and from which branch. Stock drops right there, so the shelf count is right before the invoice is even made.
Branch stockLeaves the right shelf
BatchesOldest expiry sold first
BarcodesScan items in
DC-2026-0018 dispatched, 15 itemsWed
Main branch stock updatedWed
Step 3 of 5INV-2026-0142
Bill the customer
Tax, discounts and charges are worked out for you. Print it on A4 with your logo in the design you like, or share it as a link.
InvoiceINV-2026-0142
Bill toClient 3House 3, Street 3, Demo City
| Item | Qty | Price | Amount |
|---|---|---|---|
| Office Chair | 2 | 120.00 | 240.00 |
| A4 Paper Ream | 10 | 6.50 | 65.00 |
| Setup & training (hours) | 3 | 40.00 | 120.00 |
- Subtotal
- 425.00
- Tax 17%
- 72.25
- Total
- $ 497.25
Step 4 of 5RCP-2026-0087
Record the payment
Cash, bank transfer, cheque, or a payment proof the customer uploads from the invoice link. Part payments are fine, the balance keeps track.
Cash & bankInto the right account
ChequesReceived to cleared
Payment proofYou approve it
RCP-2026-0087, 497.25 by bank transferFri
Receipt printed on the 80mm printerFri
Step 5 of 5Balance 0.00
See the balance
Every invoice and payment lands in the customer's ledger on its own. No month-end copying and no side spreadsheet.
Customer ledgerClient 3
Balance$ 0.00
| Date | Document | Debit | Credit | Balance |
|---|---|---|---|---|
| 22 Sep | INV-2026-0142 | 497.25 | — | 497.25 |
| 26 Sep | RCP-2026-0087 | — | 497.25 | 0.00 |
Each document keeps a link to the one before it
Try it with your own data
Everything Your Back Office Runs On
Switch on what you need. Each area has its own permissions, so staff only see their part.
Purchases
What you buy and owe.
- Purchase orders received in full or part
- Supplier bills with duplicate check
- Debit notes for goods sent back
- Supplier ledger of what you owe
Stock
Every shelf, every branch.
- Branches with transfers and counts
- Batches sold oldest expiry first
- Barcodes by scanner or phone
- Price lists for wholesale and retail
Money
Cash, bank and cheques.
- Bank accounts with reconciliation
- Cheques from received to cleared
- Expenses and loans in one register
- Any currency reported in yours
Reports
Answers without spreadsheets.
- Profit and loss at real cost
- Sales by day, customer, product
- Collections by days overdue
- Export to CSV, PDF or print
Team
Staff see only their part.
- Roles with view, add, edit, delete
- Activity log of every change
- Team chat built in
- Phone install like an app
- 8Document types
- 5Invoice designs
- 4Permission levels per page
- 6Business areas in one app
Books You Can Trust at Year End
The numbers on the dashboard come from the same entries your accountant will check.
Lock the books
Close a year and nothing dated before it can be changed without the lock passcode.
No silent edits
Ledger and stock entries are never overwritten. A correction is a new entry you can see.
Checked on the server
Every save is permission-checked, so a hidden button is not the only thing stopping a user.
Every change logged
The activity log shows who added, edited or deleted what, and when.
Branch-level access
Staff can be limited to their own branch, while the business admin sees them all.
Your data goes with you
Every list exports to CSV or PDF, and customers and products import from CSV.
Simple Plans That Grow With You
Every plan includes sales, customers, payments and ledgers.
Free
No trialFree
- 1 users
- 10 invoices a month
- 25 customers
- 25 products
- Purchases included
- Inventory included
- Reports included
- Team Chat included
- AI Assistant included
Pro
14-day free trial$ 20/month
or $ 200 a year
- 5 users
- Unlimited invoices a month
- Unlimited customers
- Unlimited products
- Purchases included
- Inventory included
- Reports included
- Team Chat included
- AI Assistant included
Business
14-day free trial$ 50/month
or $ 500 a year
- Unlimited users
- Unlimited invoices a month
- Unlimited customers
- Unlimited products
- Purchases included
- Inventory included
- Reports included
- Team Chat included
- AI Assistant included
New accounts start on the Free plan. Need a bigger plan? Get in touch any time.
Questions Before You Start
Short answers to what most businesses ask first.
Do I need a card to sign up?
No. You start on the Free plan. All it asks for is your business name and login details.
Can my staff use it too?
Yes. Add users and give each one a role. Roles control view, add, edit and delete on every page, and staff can be limited to their own branch.
Does it work on my phone?
Yes. It runs in any modern browser, and you can install it on your home screen so it opens like an app.
Can I print on A4 and on a receipt printer?
Invoices print on A4 with your logo in 5 designs. Payment receipts also print on 80mm thermal rolls.
Can customers pay from the invoice link?
They can open the invoice from the link you share and upload a payment proof. You approve it and the receipt posts to their ledger.
What happens when my trial or plan ends?
Nothing is deleted. The account turns read-only until the plan is renewed, and Company Settings shows how to pay.
Can I bring in my existing customers and products?
Yes. Customers, suppliers and products import from a CSV file, and each list has a template to start from.
Ready when you are
Send Your First Invoice Today
Set up your business, add a customer and a product, and the first invoice is a minute away.