One workspace.
A connected sales workflow.

Explore the tools that bring customers, quotations, orders, invoices and payments together.

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Tools for your everyday business.

From your first customer record to your next invoice, keep the wider workflow connected.

Companies & Bank Details

Set up your company profiles and bank details.

Customers & Contacts

Keep customer information, contacts and communication history together.

Quotes

Create professional quotes and convert accepted work into orders or invoices.

Sales Orders

Manage confirmed work and convert orders into invoices.

Invoices

Apply taxes and discounts, and follow outstanding balances.

Payments

Record customer payments and match them against invoices.

Products & Services

Maintain the items you quote and invoice.

Credit Notes

Manage adjustments linked to invoices.

Recurring Invoices

Manage repeating invoice schedules.

Dashboard & Reports

Review business activity and balances.

Document Templates

Preview and select available document designs.

Documents

Keep business documents organised.

Support Tickets

Track support requests in one place.

Settings

Configure currency, time zone and business defaults.

QUOTATIONS

Turn a clear proposal into the next step.

Prepare quotations with customer details, line items and pricing, then carry the information through your sales workflow.

  • Professional quotations for products and services
  • Quantities, discounts and VAT in your totals
  • Convert accepted quotes into sales orders or invoices
Quotation details on a laptop
Sales orders list on a laptop
SALES ORDERS

Keep confirmed work organised.

Bring accepted quotations into sales orders and keep customer information, items and order status together.

  • Search orders and filter by status
  • Review customer references and totals
  • Convert sales orders into invoices
INVOICES

Invoice with clarity and confidence.

Create invoices that clearly present your business, customer details and amounts due.

  • Apply discounts and VAT to invoice items
  • Review invoice totals and payments
  • Follow the remaining balance
Invoice balances on a phone
Payment information on a laptop
PAYMENTS

Keep payment records connected.

Record customer payments and connect them to the right invoice.

  • Capture amounts, dates and methods
  • Connect payments to customers and invoices
  • Keep references and payment notes together
DOCUMENT TEMPLATES

Look professional at every step.

Compare available designs and preview the document before generating it.

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