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Inventory & billing

Quote, order and invoice without the spreadsheet.

Keep your catalogue, prices and stock in the same system as your customers, and move from quote to invoice in a click.

Quote → order → invoice

Create a sales order or invoice from an accepted quote with every line item, discount and tax carried over.
Stock that updates itself

Quantity in stock goes down as you invoice and up as purchase orders are received, with reorder levels to warn you.
Recurring invoices

Set a sales order to invoice on a schedule, with start and end dates and payment terms.

A quote record with quote stage, validity, carrier, totals and tabs for terms and line items. — Quotes linked to the deal, with terms and line items.

A sales order created from a quote, with status, carrier and a recurring invoice tab. — Sales orders with recurring invoicing built in.

An invoice record linked to its sales order, with dates, totals, tax and status. — Invoices generated from the sales order.

A purchase order to a vendor with requisition and tracking numbers, carrier, status and totals. — Purchase orders with tracking and delivery status.

Everything included

What you get in Inventory & billing

Catalogue

Products Part number, unit price, cost, stock, reorder level, vendor, images and custom fields.
Services Sell time and services alongside physical products.
Price books Different list prices for different markets, regions or customers.
Vendors Supplier records linked to the products they provide and your purchase orders.

Sales documents

Quotes Line items, discounts, taxes, shipping and terms, linked to the deal.
Sales orders Confirm the order and keep fulfilment status in one place.
Invoices Issue invoices and track their status through to paid.
PDF & email Export any document as a branded PDF and email it straight from the record.

Purchasing

Purchase orders Order stock from vendors and track delivery status.
Stock on receipt Mark a purchase order as received to add the quantities to stock.
Reorder levels See which products have fallen below their reorder point.

Pricing & tax

Multi-currency Quote and invoice in several currencies with your own conversion rates.
Tax rules Per-line or whole-document taxes, plus tax on shipping and handling.
Discounts & adjustments Percentage or fixed discounts per line or on the total.
Terms & conditions Default terms printed on quotes, orders and invoices.

All features

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