Sales & Billing Workflow

From the first estimate to the final payment.

Quotations

Create professional estimates for your clients quickly.

  • Custom expiry dates & notes
  • PDF Generation & Printing
  • One-click conversion to Work Order

Work Orders

Bridge the gap between sales and service delivery.

  • Convert approved Quotes instantly
  • Track job status (Pending, Done)
  • Generate Invoices from completed work

Delivery System

Manage inventory delivery with precision.

  • Partial Delivery: Deliver items in batches
  • Auto-calculate pending quantities
  • Generate & Print Delivery Notes

Smart Invoicing

Flexible billing engine linked to your work orders.

  • Partial Invoicing: Bill as you go
  • Tax & Discount calculations
  • Professional PDF Invoices

One-Click Emailing

Send documents directly to clients from the dashboard.

  • Email Invoices, Quotes & Receipts
  • Auto-attach PDF documents
  • Professional HTML Email Templates

Payments & Receipts

Track every penny coming into your business.

  • Record Cash, Cheque, or Bank Transfers
  • Auto-generate Payment Receipts (PDF)
  • Track outstanding balances automatically

Expense & Cash Management

Keep your finances in check.

Expense Tracking

Log all business spendings in one place.

  • Categories (Rent, Utilities, Purchases)
  • Receipt Upload: Attach images/PDFs
  • Monthly Expense Summary on Dashboard

Petty Cash System

Advanced control over small cash expenditures.

  • Manage multiple Cashiers
  • Set spending limits per transaction
  • Record Top-ups & Expenses
  • Track "Cash in Hand" real-time

Reports & Administration

Data-driven insights for smarter decisions.

Financial Reports

Deep dive into your business health.

  • Partner Ledger: Detailed client statements
  • Aged Receivables: Track overdue payments
  • Cash Flow: Revenue vs Expenses analysis

Client CRM

Centralized database for all your customers.

  • Manage Billing & Shipping Addresses
  • View full order & payment history
  • Quick-add clients from Invoice screen

Live Dashboard

Your business command center.

  • Daily/Monthly Sales Charts
  • Recent Activity Feeds
  • Quick Access to key actions