Sales & Invoicing
Quote, invoice, and get paid faster
For sales teams, finance, and client billing workflows.Quotes, invoices & payments
Professional quotes, invoices, proformas, credit notes, recurring billing, and Stripe payment links.
Tip: Link clients to CRM contacts for a single customer view.
Best for: Businesses billing clients and tracking receivables · Part of Revenue & finance
What you can do
- Quotes, invoices, proformas, and credit notes
- Client directory with CSV import/export
- PDF generation and email delivery
- Stripe payment links and webhooks
- Recurring invoices and payment reminders
- Sales reports and catalog pricing
Why teams choose it
- Send polished documents in minutes
- Get paid online with one link
- Automate recurring revenue