Everything is included
There is one version of Quote to Invoice and it is free. There is no upgrade that unlocks the useful parts.
Application overview
Quotations
Build a quotation from your saved clients and price list, and send it before the work starts.
What it does
You choose a client, add line items with quantity, rate, tax and an optional discount, and the document assembles with your business details, logo, VAT number, registration number and banking information already on it. Each line can carry a second descriptive line for the detail that stops a query.
Why it matters
A written quotation is what stops an argument later. It fixes the price, the scope and how long the offer stands, so a client who accepts is accepting something specific.
Quotation builder
Invoices
Raise the invoice once the work is delivered, and keep the record of what was sent and when.
What it does
The same structure as a quotation, issued as a request for payment with its own number, issue date and due date. Tax is calculated per line and totalled, the payment reference is printed on the document, and a notes and terms block carries whatever you need to say. Documents run to multiple pages where the line items require it.
Why it matters
If you are registered for VAT, your invoice is a tax invoice and SARS prescribes what it must contain. A missing field means your client cannot claim the input VAT, which is the fastest way to a payment delay.
Invoice document
The rest of it
Recurring Invoices
For clients billed on the same terms every month. Set the document up once, and each issue goes out with its own invoice number.
Statements
One document showing everything outstanding on a client's account. Easier to chase than a stack of resent invoices, and it is what most finance departments will ask you for.
Expenses
Record what the business spends, so money in and money out sit in the same system.
Clients
Client details captured once and reused on every document, which is also how you avoid the typo that invalidates a tax invoice.
Products & Services
A saved price list with descriptions, rates and tax treatment. Quoting becomes selection rather than retyping, and your wording stays consistent from one document to the next.
Reports
What came in and what went out over a chosen period.
Insights
The dashboard you land on: revenue, pending payouts, active clients, outstanding documents and recent activity.
Settings, Bin and Help & Support are part of the application but are not features in a marketing sense, so they are not listed here.
Try it on a real quote
The fastest way to judge it is to raise the next quotation you owe someone.
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