Quotes & Invoices

Dashboard

Outstanding balance, last work and the ledger — every currency kept separate

Ledger statement

Nothing shows until you press Preview. Each sale is a Debit line whose narration spells out items, discount, tax and delivery so it reads exactly to the debit; each payment is a Credit line, and the Balance runs down the page. A start date that cuts history opens with an "Opening Balance" line, and each currency closes with its Total line. Download PDF saves the same page as a real PDF file.

Documents

Quotations and invoices. An accepted quotation can be turned into an invoice.

Clients

Save once; next time, typing the name fills in the details

New client

Items

Items you use, with their rates kept here

New item

Settings

These details will print in the header of every document

New document

Client

Items

DescriptionQtyRateAmount

Notes and settings