Sales & Invoicing
From Quote to Cash, One Pipeline
Quotes, invoices, sales receipts and credit notes — every step posts straight to your ledger, so sales and accounting are never two different stories.
Quotes
Send proposals and get them approved by your customers before work starts.
Invoicing
Create and send invoices that post straight to your ledger — no separate step to record the sale in accounting.
Sales receipts
Issue a sales receipt as proof of payment at the point of sale.
Credit notes
Issue credit notes against an invoice, tracked and reconciled properly.
Recurring invoices
Auto-generate invoices on a repeating schedule for retainer or subscription customers.
EFD-style receipt confirmation
Confirm a sent invoice with a fiscal receipt number and verification code, in the same shape TRA's EFD system produces.
Managing customer relationships too? See CRM.
Sales & Invoicing — FAQ
Does an invoice post to accounting automatically?
Yes — creating and sending an invoice posts the transaction to your ledger in the same step, not as a separate accounting entry.
Can I set up recurring invoices?
Yes — for retainer or subscription customers, invoices can auto-generate on a repeating schedule.
Can I send a quote before invoicing?
Yes — quotes can be sent for customer approval and converted to an invoice once accepted.
Ready to Bring Your Business Together?
Start with the capabilities you need today and expand the platform as your business grows.