Organize your client roster
Keep all client contact details, billing history, custom notes, and payment preferences in one searchable place.
Attach custom client logos or avatars for rapid recognition across your invoice ledger.
Turn estimates into invoices seamlessly
Send estimates using the Quotes module. When the client approves, convert the quote directly into an active invoice without re-entering line items.
Keep quotes numbered separately from invoices for clean bookkeeping.
Real-time receivables ledger
Always know who owes you money, how much is past due, and what has been paid this month.
Send manual payment reminders or set up automatic reminders to ensure you get paid on time.
Answers
Frequently asked questions
- Can I convert quotes or estimates into invoices?
- Yes. With one click, an accepted quote is converted into a ready-to-send invoice with all line items and terms intact.
- How do I know when an invoice is overdue?
- Your dashboard ledger highlights overdue invoices and upcoming due dates so you can follow up before payments fall through the cracks.