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Sales, Invoicing & Customers

Manage customers, quote jobs, invoice them, and track who still owes you money.

01

Add your first customer

Build a customer record you can quote and invoice against.

4 min
02

Quote a job, then convert it

Send a quote and turn it into an invoice with one click when it's accepted.

5 min
03

Record a payment

Log partial or full payments and watch the invoice status update.

4 min
04

Track overdue invoices

See exactly who owes you money, for how long, and catch a slipping account before it's a write-off.

5 min
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