Money and business records
Quotations, invoices and business documents
Replace informal handwritten promises with branded records that staff and customers can follow.
Capabilities
What you can do
- Prepare quotations with items, prices, validity and notes.
- Track draft, sent, accepted, declined or expired quotation states.
- View sales-linked invoices and their outstanding balances.
- Generate printable/PDF receipts, invoices and business documents.
- Include your business logo and contact details.
- Share supported documents by email.
Good to know
Accepting a quotation is not itself payment or a completed stock sale.
Learn the workflow
Step-by-step instructions written for business owners and staff.