Invoices and quotes the easy way.

 

This is how easy it should be to create invoices and quotes.

Click Play to watch a customer record being found and a quote being created as a Microsoft Word document in only 30 seconds.


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The customer name and address are filled in, the sales tax and total are calculated for you. You can also email the quote as a PDF file in seconds.

Let invoicing software do the hard work for you.

You can create either a quote or an invoice in the same manner. It can be a free-form invoice/quote where you type in one or more paragraphs of text and a price for each. Or you can select items from a built-in products database of the items you sell.

Once you have created a quote, you can convert it to an invoice at the click of a button, and easily modify it if you need to add/remove items.


Example invoices and quotes   Import customers from a spreadsheet   Share customer data across multiple PCs