Accounts

Quote, invoice & take payment

Run your Financials from your Phone or Tablet. So powerful yet so easy to use.

Accounts team keeping track of quotes and invoices

Get Paid Faster with Accounts Beautifully Connected

You can send professional invoices and quotes to get paid faster and win more work with our fully integrated quotes, invoices, and purchases.

Integrate it beautifully with your accounting software like Xero or Quickbooks or use it standalone.

 

 

Checklist

Create a new
quote in seconds

In the office or in the field, create Quotes or Estimates in seconds using one off detail or accessing your Line Items for speed and accuracy. Send as finished PDF with photos, signatures and attachments.

Slide Convert to Invoice

Slide and Click Convert

It’s never been easier to convert business. Simply slide and convert your Quote to a Job or Invoice. All details are pulled through and updated. Automated reminders help you stay on top and follow up your clients for you.

 

Simplified ScreensB ViewRealTime Updates

View the current
status in real-time

Instantly see the status of all of your Quotes and Invoices. Filter by Paid and Outstanding and simply swipe to follow up with a call, email or SMS.

 

Take Payments

Take Payment
& Send Receipt

Record payments received in seconds and the integrated card payment gateway enables you to take instant card payments at any time, anywhere! Once payment is taken, an automated Invoice Paid receipt can be instantly emailed.

Quote Follow Up

Automated
Quote Follow Up

Smart Assistants can help you by automatically following up on all Quotes with customised wording at different times by SMS, Email and Letter. You decide when to follow up and what you would like to say and then let the Automated Assistants do their thing!

Auto Invoice Reminder

Automated
Invoice Chasing

Automated Assistants can also provide Outstanding Invoice chasing automatically. Customise the wording and trigger different messages as the invoice gets older by email, SMS and letter.

Quote Signatures

Signatures integrated

Add one or more signatures to your Quotes and Invoices. The perfect tool to ensure both your team member and the customers are signing off and approving.

Xero Integration

Outstanding Balance Visibility

The accounting integration with software partners like Xero and Quickbooks is a powerful two-way integration and important financial information is available throughout. When viewing a client in the CRM or creating a new job, real-time visibility of outstanding balances can provide great value.


Smart Auto Assistants

Famous for Incredible Support

Your dedicated Client Success Manager will be there with you throughout your journey.

We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.

Give your business the edge