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销售与开票

报价、开票、更快收款

For sales teams, finance, and client billing workflows.Quotes, invoices & payments

专业报价单、发票、形式发票、贷项通知单、周期性计费与 Stripe 支付链接。

提示: Link clients to CRM contacts for a single customer view.

最适合: Businesses billing clients and tracking receivables · Part of Revenue & finance

您可以做什么

  • 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

团队为何选择

  • Send polished documents in minutes
  • Get paid online with one link
  • Automate recurring revenue

搭配使用效果更佳

立即开始使用销售与开票

创建免费账户,即可立即在仪表盘中使用此模块。