Create professional quotations with detailed item descriptions, custom terms, and automated PDF generation. Track quote status and clone for similar projects with one.
Flexible Invoice Generation Options
Generate partial invoices Create invoices for completed portions of projects without waiting for full completion. Maintain steady cash flow with milestone-based billing.
Generate advance invoices Bill clients upfront for materials, deposits, or project initiation fees. Secure project funding and reduce financial risk with advance payment collection
Split payment into multiple terms or percentages Divide invoice amounts into manageable payment schedules with custom percentages. Offer flexible payment options to improve client satisfaction and collection rates.
Add taxes, discounts, and advance payments Apply various tax rates, promotional discounts, and account for advance payments automatically. Ensure accurate financial calculations with comprehensive pricing controls.
Link invoices directly to approved quotations Convert quotations into invoices seamlessly with pre-filled customer and project details. Eliminate duplicate data entry and reduce errors with integrated quote-to-invoice workflow.
Comprehensive invoice item management Import detailed specifications, quantities, and pricing directly from quotations. Maintain consistency between quotes and invoices with automatic data transfer.
Create milestone-based payment schedules Set up advance payments, delivery-based payments, and completion milestones with custom percentages. Improve cash flow management with structured payment terms.
Multiple invoice generation options Generate advance invoices, partial invoices, or full project invoices based on payment stages. Adapt billing strategies to match project requirements and client preferences.
Balance amount invoice creation Generate invoices for remaining amounts after advance or partial payments. Maintain clear financial tracking throughout the project lifecycle.
Comprehensive Payment Management System
Streamline your entire payment workflow with advanced tracking, multi-invoice processing, and professional receipt generation. From recording individual payments to handling bulk transactions, our integrated payment system ensures accurate financial management and professional documentation for all your business transactions.
Complete Payment Dashboard Overview – Monitor all payments with detailed tracking of quotations, receipts, projects, and payment terms in one centralized location
Multi-Payment Processing Capability – Handle multiple invoice payments simultaneously with bulk payment options and streamlined workflow management
Advanced Payment Recording System – Record payments with comprehensive details including bank information, cheque references, payment types, and custom comments
Intelligent Invoice Matching – Automatically link payments to pending invoices with real-time balance calculations and status updates
Flexible Payment Allocation – Distribute single payments across multiple invoices with customizable amount allocation and discount handling
Professional Receipt Generation – Create branded payment receipts with company details, payment information, and authorized signatures automatically
Comprehensive Payment Tracking – Track payment methods (bank, cash, cheque), reference numbers, and transaction dates for complete audit trails
Real-Time Financial Updates – Instantly update invoice statuses, outstanding balances, and payment histories across all connected documents
Multi-Currency Support – Handle payments in different currencies with proper conversion tracking and documentation
Automated Payment Notifications – Generate payment confirmations and receipts for improved client communication and record-keeping
