Quote → Invoice → Deliver → Collect

Sales Documents
Done Right

Build professional quotations, convert them to invoices with one click, issue delivery notes, and track every payment — all in one clean interface.

Dashboard Apr 2026
156
Customers
48
Products
12
Pending Quotes
8
Outstanding
Monthly Revenue
$24,850
April 2026
Recent Invoices
INV-0042
Acme Corp
$4,200
Paid
INV-0043
Beta Ltd
$1,850
Sent
INV-0044
Gamma Inc
$3,600
Overdue
QT-0021 Sent
Delta Solutions · $6,400
Payment Received
$4,200.00
INV-0042 · Acme Corp

Everything in One System

From first contact to final payment — manage the full sales document lifecycle without switching tools.

Customers

Maintain a full customer directory with contact details, billing addresses, and complete transaction history per account.

Products

Product and service catalog with unit prices, tax rates, and descriptions — ready to add to any quote or invoice.

Quotations

Generate professional quotes with line items, discounts, expiry dates, and terms. Track status from Draft → Sent → Accepted.

Invoices

Convert quotes to invoices in one click. Add tax, discounts, due dates, and notes. Set recurring invoices for repeat billing.

Delivery Notes

Issue delivery notes against invoices with carrier, tracking number, and delivery status — Pending, In Transit, Delivered.

Payments

Record full and partial payments against invoices. Invoices auto-update to Partial or Paid as money comes in.

Reports

Revenue by period, outstanding invoices, payment collection rates, top customers, and delivered shipments.

Settings

Set your company name, logo, invoice prefix, default tax rate, payment terms, and currency symbol.

The Complete Sales Workflow

Every document in the right order — from first quote to final payment receipt.

1. Customer
Add or select a customer from your directory
2. Quotation
Build a quote with line items, tax & discount
3. Invoice
Convert accepted quote to an invoice in one click
4. Delivery Note
Issue a delivery note with tracking info
5. Payment
Record payment — invoice marked Paid
Your Company Ltd
123 Business Park, Suite 100
info@yourcompany.com
INVOICE
INV-0044
Due: 13 May 2026
Bill To
Gamma Inc
456 Client Ave, New York
Invoice Date
13 Apr 2026
Overdue
Description Qty Unit Price Tax Total
Web Development (40 hrs) 40 $75.00 10% $3,300.00
UI Design Package 1 $200.00 10% $220.00
Hosting Setup 1 $80.00 10% $88.00
Subtotal$3,500.00
Tax (10%)$350.00
Discount-$250.00
Total$3,600.00
Recurring Invoices

Set It Once,
Bill Every Month

Mark any invoice as recurring — weekly, monthly, quarterly, or yearly. The next invoice date is tracked automatically so you never miss a billing cycle.

Flexible Frequency
Weekly, monthly, quarterly, or yearly
Next Date Tracked
Always know when the next invoice is due
Auto Line Items
Same products and prices carried over
Full Audit Trail
Every payment and invoice version logged

Delivery Note

DN-0021
Customer
Acme Corp
Invoice
INV-0042
Carrier
FedEx
Tracking
FX9284750123
Delivery Date
13 Apr 2026
Status
Delivered
Items Shipped
Web Development Package — 1 unit
UI Design Assets — 1 bundle
Recurring Invoice Active
INV-0042 · Monthly · Next: 13 May 2026

Reports & Analytics

Filter by week, month, quarter, or year. Understand your revenue, outstanding amounts, and top customers at a glance.

$124,850
Total Revenue
This year
$18,200
Outstanding
8 invoices unpaid
$106,650
Collected
85.4% collection rate
Invoice Status Breakdown
Paid
62 inv
Sent
18 inv
Partial
12 inv
Overdue
8 inv

Role-Based Access

Control who can create and edit documents versus who can only view them.

Admin
  • Create and edit customers & products
  • Create, edit, and send quotations
  • Create invoices and set recurring billing
  • Issue and update delivery notes
  • Record and manage payments
  • Access all reports and export data
  • Configure company settings
Read-Only
  • View customer directory
  • View product catalog
  • View all quotations and their status
  • View all invoices
  • View delivery notes
  • View payment records
  • View reports (no export)

Ready to Streamline Your Sales Documents?

Log in and start creating professional quotes and invoices today.

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