Create professional quotations in moments. Add supporting documents and send via email or download as PDF.
Create invoices from quotations in a click. Create one-off or recurring invoices in moments.
Track invoice status such as unpaid, partially paid and paid. Know exactly how your business is performing.
Works with products, services or both
Whether you provide products, services or a healthy mix of both, this is perfect for you.
Customizable item lines and columns
Want to change the price of a product or service just for one quotation? No problem. Done.
Your branding, your data, your solution
Your business, your clients, your data. You control and own all your data.
Perfect for your business
The invoicing solution that just works. It's simple to create detailed quotations, convert them to professional invoices and keep track of payments.
Professional Invoices with Beautiful Design
A professional invoice says a lot about your business. With a simple, modern layout that matches your brand, a professional invoice is just a click away.
The Complete Invoicing Solution
Create professional invoices easily with your branding, your products and your colors. Create, save and send invoices in minutes.
Automatically send invoices to your clients weekly, monthly, quarterly or annually. It's automatic to give you peace of mind.
Quotations to Invoices
Quickly send quotations and turn them into invoices upon approval.
One click turns a quotation to an invoice and is sent to the client.
Duplicate &adjust invoices to save time when billing. Send the same invoice to different customers; remember you can edit before you send.
Edit before you send
Adjust invoices before sending to increase your revenue. You can adjust individual line items just for a particular invoice or quotation.
Preview before Sending
What you see on the invoice or quotation is exactly what your client will see so you don't have to worry about any surprises.
Accept deposits from your clients and record the partial payment. Automatically keep track of deposits and partial payments for efficiency.
Automatic tax calculation
Automatic sales tax calculations for taxes such as VAT helps you keep track of statutory payments easily on every invoice sent.
Track invoice status
You can view the status of an invoice and follow up on overdue or unpaid invoices with ease. Increase your revenue with just a glance.
Fits with your Process
The billing system works with your existing business processes. Out of the box, this billing system works as per industry standards.
Create clients, products and services
Set up your organization's information. Create customers and their contact information. Enter your products and services and pricing.
Create quotations and attach supporting documents
Create estimate within a minute. Sent to your customers, they can accept online without login. Auto convert the estimate to invoice after customer acceptance.
Create invoices & schedule recurring invoices
Build professional invoices in moments. Attach files and send directly to your clients including the invoice PDF. Create recurring invoices which will be regenerated and sent automatically
Track invoice status
See which invoices are unpaid, partially paid and fully paid. Automatically send payment reminders to your clients.
Record payments easily
Accept payments via M-Pesa and automatically mark invoices as paid.
Supports cheque, EFT and cash payment modes .Attach proof of payment to invoices for easy reconciliation.
Send receipts to clients. Generate customer statements
Automatically send payment receipts to clients. Generate customer statements with detailed history of transactions and communication.
Manage Quotations with Ease
Create and send quotations easily with branded templates. Works with Time and Materials and fixed-rate estimates. Track your quotations along the pipeline and convert them to invoices in a click.
Create Estimates with Ease
Professional design template with rich detail
Putting together a quotation in minutes. Select your customer, assign a sales agent and fill in the dates. Procedurally generated estimate numbers and a status tracker automatically keep track of your estimates.
Add line items in a click
You can bill in time, materials or both. Adding line items takes moments as you simply enter the item name and it's added to the estimate. You can edit item prices, hourly rates, and the descriptions on the fly to create unique estimates for each of your clients.View Sample
Convert to Invoice in a second
Once your quote is accepted, you can convert it an invoice in a click. You can choose to send it or save it as a draft and edit it.
Once converted, an invoices is connected to an estimate so reviewing is simple and straightforward.
Create tasks from the estimate
Creating and assigning tasks from an estimate means enhanced clarity for your project and a satisfied customer. You can create and assign tasks, make them billable or not, set timelines and assign them to particular person.
Include Proposals within the Quotation
Without leaving the quotation, you can clearly outline a project’s scope, timeline and deliverables. Clients can’t help but be impressed and you’ll save time switching between other apps or emails.
Proposals can be created within the quotation builder or created externally and attached to the quotation.View Sample
Track quotation status
Find out if a quotation is still being drafted by a sales agent, if it was sent, if it is in review and whether it was accepted all at a glance. You can track the status of quotations with a beautifully designed and simple dashboard.
Manage Your Clients
Keeping track of clients is essential to your business. Having a centralized client directory offers security to your business, makes client interactions smoother and gives you insight into your business performance.
Your client directory
Have a reliable, secure, updated client directory. Review clients company contact information, client group and your key contact people within the client company.
Set permissions so that only specific users can add, edit or delete client data. Protect your business with a secure client list.
Export your directory
In a click, you can export your customer list as excel spreadsheet, a PDF and print.
Detailed client history
Review the entire client history easily. You can view project history, tasks performed for the client, payment history and more. This gives you insight into your clients.
All client history data can be downloaded as PDF.
On-Demand Customer Statements
View detailed transaction history of payments made and payments due over any time period.
Export and Send as PDF
You can download this data as a branded pdf easily. View Sample
Keep track of clients with a detailed client directory including contact information, private notes and key contact persons.
Group your clients
Group your clients to help you discern and offer personalized estimates and improve your relationship.
Offer Credit Notes & Discounts
Easily add a discount or credit note to your customers ensuring you have the flexibility that you need with your billing
Attach Supporting Documents to Quotations
Attach proposals, project outlines, company profiles and much more to your quotations.
Review & Accept Quotations Online
Not only can your client approve a quotation with one click, but you can view and respond to any feedback instantly.
Exportable Customer Statements
Send your customers their statements in a click. Access detailed quotation history and invoice history as PDF.
Simple Expense Tracking
Tracking your expenses is essential to ensuring project profitability. You can record expenses, attach receipts, convert expenses to invoices and track your spending.
Attach proof of payment to expenses. Perfect for inward reimbursement as it ensures transparency and easy reconciliation.
Assign Expenses to Projects
Assign an expense to a particular project to ensure you are within budget. Expenses can be added to invoices.
Add Expenses to Invoices
Add expenses as invoice line items, marked as expenses.
Expenses can be edited to allow you to surcharge your clients.
Reconciliation during projects is straightforward as you can track expenses and view receipts.
Never forget to bill for another expense again. Adding an expense to an invoice helps reduce losses.
Mark up expense details to surcharge your clients and get a higher margin on your project.
Our pricing is simple, predictable and covers your entire organization.
Access your dashboard from anywhere with cloud deployment on your own dedicated virtual private server.
Business Process Matching
We will customize this solution to match your particular business processes and rules.
Your brand colors and message tone will be infused in this solution to give your clients confidence and raise your brand value.
Training & Support
This solution is so intuitive to use that we're offering free training. We promise you won't need it but if you do, no problem
The regular license allows you to use this solution for unlimited users in one organization.This is a one-off payment.FREE 30-Day Trial
30 Day TrialFREE
We offer the billing system on a 30-day trial basis for free. Simply schedule a demo and get started.
This caters for cloud hosting on a dedicated server and on-demand support and training for any number of your staff.
We will enter all existing data from your records to this solution for a seamless transition.
Let us know when you would like to schedule a demonstration and which feature you're particularly interested in.
We are open from 9am — 5pm week days.