TC

Register for a 7-day trial of every app, or rent one when you are ready. First payment covers the days left this month, then R1 000 on the 1st. Two apps that work together are R800 each.

Operations & Admin

Quotations and Invoicing

Quotes and tax invoices, with paid and unpaid on the same book.

The problem

Quotes are rebuilt in Word for every job. VAT is calculated by hand, a quote never becomes the invoice, and nobody can say which invoices are still unpaid.

How it works

Set up the company, bank account and VAT once. Start from a template, pick the currency, and download the quotation or tax invoice as a PDF. Turn a quotation into an invoice and mark it paid or unpaid. The full book downloads as Excel.

What is included

  • ✓Company, bank and VAT saved once
  • ✓Templates for services, goods, call-outs and retainers
  • ✓Choose the currency on each document
  • ✓PDF of the quote or invoice
  • ✓Mark invoices paid or unpaid, and download the book as Excel
  • ✓Clients are saved and reused
  • ✓Unpaid quotes and invoices come back in the morning email

R1 000/mo on its own. R800/mo each with a linked app.

Works with

Job Card Pro — Internal — A closed workshop job becomes a quotation. Pay for both and each is R800 a month.

Job Card Pro — Field Service — A closed field job becomes a quotation. Pay for both and each is R800 a month.

Bills to Pay — Quotes and invoices in, supplier bills out. Pay for both and each is R800 a month.

Branded PDFsDate reminders

Interactive sandbox

Client link

Quotation

Tap the highlighted action

Tap through a short example of the app.

Rent this app
R633.33 today for the 19 days left this month, then R1 000 on the 1st of every month. On its own this app is R1 000.

Cancel anytime. Or register for a 7-day trial of every app with no card.

Add a linked app and both are R800 a month

Card payment through PayFast, then a monthly debit order you can cancel any time. When the payment clears, your workspace opens and we email you a link to set your password.

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