From quote
to payment.
Without the paperwork.
Create professional quotes, convert them into invoices in a click, share them digitally, and track payments from one connected platform.
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Sell confidently. Get paid efficiently.
Create Professional Quotes
Build quotes with products, pricing, discounts, and expiration dates. Respond faster and close opportunities before competitors do.
Convert Quotes into Invoices
Turn approved quotes into invoices instantly. Eliminate duplicate work and reduce errors.
Track Every Dollar
Monitor invoice status, due dates, partial payments, and balances. Improve cash flow and reduce missed payments.
Everything you need to manage customer billing.
Quote Creation
Create professional quotes in minutes.
Invoice Generation
Generate invoices directly from quotes or from scratch.
Digital Sharing
Email invoices and quotes directly to customers.
Payment Tracking
Monitor outstanding balances and payment history.
Partial Payments
Accept and track multiple payments against a single invoice.
Customer Statements
View complete billing history for every customer.
Win larger orders with professional quotes.
Create detailed quotes with custom pricing, discounts, notes, and expiration dates. Give customers confidence before they commit.
- Product-level pricing
- Custom discounts
- Quote expiration dates
- PDF exports
- Customer notes
- Approval workflow
Organic Produce Bundle
Seasonal mix, wholesale pricing
Fresh Dairy Supply
Milk, butter, and cheese selection
Know exactly what's been paid and what's still due.
Track invoice status from draft to paid, manage outstanding balances, and maintain a complete payment history.
- Draft invoices
- Due date tracking
- Partial payments
- Invoice history
- Outstanding balances
- Payment records
Accounts Receivable
Invoice Aging Report
Make it easier for customers to pay.
Share invoices digitally and allow customers to pay online, reducing collection effort and accelerating cash flow.
- Email invoices
- SMS invoice links
- Online payment links
- Payment status tracking
- Automatic updates
- Faster collections
Invoice #1024
Here's your invoice from Fresh Market. We appreciate your business!
What retailers say after modernizing invoicing.
From opportunity to payment.
Create Quote
Build and share a quote with your customer.
Customer Approves
Quote is accepted and ready for invoicing.
Generate Invoice
Convert approved quotes into invoices instantly.
Record Payment
Track payment status and balances.
Frequently asked questions
Turn quotes into revenue faster.
Create professional quotes, send invoices, collect payments, and track every customer balance from one connected platform.
