Sales
Quotes, orders, invoices with QR payment slip and more.
- Managing quotes How to keep your quotes under control: overview, status and what happens after sending.
- Creating a quote, with AI too From a blank page to a ready-to-send quote: choose a customer, enter line items, or let the AI suggest them.
- Managing orders Accepted quotes become orders: this is how you keep track of work in progress.
- Creating and sending invoices Write an invoice, send it as a PDF with a QR payment slip, post payments and send reminders when needed.
- The Swiss QR invoice Every invoice comes automatically with a QR payment slip: what's behind it and what you need for it.
- Service subscriptions: recurring invoices Record maintenance contracts and service subscriptions once, invoices arrive automatically at the chosen interval.
- Maintaining the price list Items and services with prices, units and margin: the foundation for fast quotes.
- The outbox All sent emails in one place: check delivery status and retrigger failed sends.