Create professional documents, track expenses and stock, manage suppliers, work with your team and explore business reports. Features and limits depend on your plan.
ONE FLOW, START TO FINISH
From “Can you send a quote?” to “Payment received.”
Customer details, products, documents and payments remain connected at every step, so you always know what happened and what comes next.
01
Quotation
Agree the work
→
02
Invoice
Request payment
→
03
Payment
Record the money
→
04
Receipt
Close the loop
Feature availability, limits and team seats depend on your plan and business role. Compare current plans before choosing.
Keep the quotation, invoice and receipt connected without rebuilding the same details.
✓Create quotations and convert accepted quotes into draft invoices
✓Preview, download, print, email and share invoices, quotations and receipts
✓Open receipts to review payment details, history and editable reference or description
✓Issue credit notes and apply available credit without rewriting the original invoice
PAYMENTS & STATEMENTS
Know what is paid and what is still due
Keep customer payments, balances and supporting records together.
✓Record full payments, deposits and instalments on eligible plans
✓Generate receipts for recorded payments and track outstanding balances
✓Show your business bank details and connect supported online payment providers
✓Download, email or share customer statements on eligible plans
RECURRING & REMINDERS
Stop rebuilding the same invoice
Schedule repeat billing and email follow-ups while keeping control of the next step.
✓Create recurring invoice schedules with optional email delivery
✓Pause, resume and edit recurring schedules
✓Set email payment reminders before or after an invoice is due
✓Review document activity and history
CUSTOMERS & CATALOG
Prepare the details once
Reuse customer records, products and services on your next document.
✓Save customer contacts and billing details
✓Add and edit products or services, units, prices and tax rates
✓Catalogue edits do not change saved issued or paid invoice line items
✓Import customer and product records with CSV matching and validation
STOCK & SUPPLIERS
Do not guess your stock
Track product quantities and know when it is time to restock.
✓Track stock quantities, reorder levels and low or out-of-stock items
✓Record restocks, adjustments and stock movement history
✓Save and search suppliers and their contact details
✓Review stock value at cost and inventory reports on eligible plans
BUSINESS EXPENSES
Know where your money goes
Keep business spending and its supporting receipts in one place.
✓Record and edit expenses with categories, dates and tax details
✓Attach receipts to expense records
✓Search and filter spending by period and category
✓Review expense totals and export expense records
DELIVERY NOTES
Show what you delivered
Record products delivered and services completed, with or without an invoice link.
✓Create delivery notes with multiple products or services
✓Link a note to an invoice or keep it standalone
✓Save a draft, then issue it when goods are delivered or work is complete
✓Search and filter saved notes as your records grow
BRANDING & TAXES
Put your business on the page
Give customers a clear, recognisable document with the details they need.
✓Professional invoice and quotation templates with business branding
✓Signature library and document signatures on eligible plans
✓Business bank details, notes, terms and document footers
✓Multiple currencies, regional formats and tax presets such as VAT, sales tax and WHT
FIND & ORGANISE
Find the right record without the scrolling
Keep a growing workspace manageable on web and mobile.
✓Search documents, customers, products and other business records
✓Browse saved credit notes, delivery notes and expenses with filters and pagination
✓Share protected customer links and manage multiple separate businesses
✓Export business records and restore eligible deleted items from Trash
REPORTS & EXPORTS
Less guesswork. More clarity.
Explore the reports included in your plan, from everyday summaries to deeper financial views.
✓Sales summary, expenses by category, and top customers and products
✓Customer statements, tax summary, aged receivables and cash flow
✓Detailed sales, payment and outstanding lists, plus profit & loss and comparisons
✓Inventory valuation and slow-moving stock, with PDF, Excel and CSV report exports on eligible plans
TEAM & ACCESS
Bring your team. Keep control.
Share the work without sharing one login or giving everyone the same permissions.
✓Invite team members by email on eligible plans
✓Assign Admin, Sales or Viewer roles
✓Manage members and pending invitations within your seat allowance
✓Separate business workspaces, secure sessions and account data controls
SUPPORT & CUSTOM PLANS
Keep the conversation with your business
Ask for help or discuss a custom plan without losing the thread.
✓Send support requests from inside your workspace
✓Keep your messages and support replies in a conversation thread
✓Start a custom plan request from the app subscription page
✓Use the website contact form when you need another way to reach us
WEB · ANDROID · IOS COMING SOON
The same business, on every screen.
Use the web app or Android app with the same account. On mobile, prepare offline drafts and sync supported records when you reconnect; online payments, stock changes and other server actions need a connection.
