Fast Turnaround
Send quotes/invoices instantly or schedule them.
Custom Templates
Match your brand with logos, colors, and layout.
Smart Workflow
Convert quotes to invoices with one click.
Automatic Accounting
Seamlessly syncs with your accounting system when invoices are paid.
Global Business Ready
Support for multiple currencies, tax rates.
Invoice & Quote Creation
Build invoices and quotes using customizable templates with your company logo, colors, and layout. Add line items, taxes, discounts, notes, and payment terms. Each document is generated as a professional PDF ready to send directly to your customer.
Convert accepted quotes into invoices with a single click — all line items, pricing, and customer details carry over automatically. Set up recurring invoices for subscription or retainer-based billing, and schedule them to send on specific dates.
- Customizable branded templates
- Drag-and-drop field arrangement
- One-click quote-to-invoice conversion
- Recurring invoice scheduling
- PDF generation and direct sending
Email Delivery & Follow-Up
Send invoices and quotes directly from Obsidyun via email. Each document includes your branding and can carry a personalized message. You can add payment links (Stripe, PayPal, or custom) so customers can pay directly from the invoice.
Set up automated follow-up sequences for unpaid invoices. The system can send reminders at intervals you define — for example, 7 days before due, on the due date, and weekly after. All email activity is logged against the customer record for reference.
- Direct email sending from the platform
- Personalized email messages
- Embedded payment links
- Automated follow-up reminders
- Email activity logging per customer
Credit Management
Allow customers to purchase on credit with admin-defined credit limits. Each customer's available credit is calculated in real time based on their limit minus outstanding invoices. When a customer exceeds their limit, the system prevents new credit sales until balances are settled.
Track credit utilization across your entire customer base. See which accounts are approaching their limits, which have overdue balances, and which are in good standing. Credit adjustments and limit changes are logged for auditing purposes.
- Per-customer credit limits
- Real-time available credit calculation
- Automatic credit hold on exceeded limits
- Credit utilization reporting
- Credit change audit logging
Payment Tracking & Statements
Record full and partial payments against invoices with support for multiple payment methods. The system tracks payment dates, amounts, and methods, giving you a complete payment history for every customer. Outstanding balances update automatically as payments are applied.
Generate customer statements that summarize all invoices, payments, and outstanding balances for a given period. Statements can be exported as PDF or sent directly to the customer. This is particularly useful for customers who purchase on account and settle periodically.
- Full and partial payment recording
- Multi-method payment tracking
- Automatic balance updates
- Customer statement generation
- Statement export and direct sending
All-in-One Financial Suite
Obsidyun comes complete with powerful built-in tools for comprehensive financial management.
Built-in Accounting
Complete Solution
Comprehensive accounting tools built right into Obsidyun, handling everything from invoicing to financial reporting.
Customer Management
Native CRM
Integrated customer management system that keeps all your client information and interactions in one place.
Business Intelligence
Smart Analytics
Advanced analytics and reporting tools that give you deep insights into your business performance.
Frequently Asked Questions
Get answers to common questions about Obsidyun's invoicing and quoting.
How customizable are the fields?
You can add, remove, and rearrange fields using our drag-and-drop editor. Support for custom branding, notes, and more.
Can I automate sending based on status?
Yes, you can set up triggers to send invoices or reminders automatically based on order or payment status.
Are payment links included?
Yes, you can add payment links (Stripe, PayPal, etc.) directly to your invoices for easy online payment.