Quote and Invoice

Quoting, Estimating and Billing

• Print estimates with an overall total or group totals into parts
• Create estimates with optional totals for your clients to select their preferred choice
• Apply mark-ups to supplier costs in your estimates
• Approve estimates or parts of estimates that have been signed off by clients
• Invoice directly from approved estimates
• Insert purchases, expenses and timesheets into invoices with a click
• Clone existing estimates to use a base for new estimates that will be similar
• Specify individual client payment terms to appear automatically on your estimates
• Generate monthly, quarterly and yearly invoice lists
• Get a clear picture of your invoice monetary totals including sale, cost and profit margin
• Export invoices and expenses data for accounting packages
• Make rates correspond with sales/expense codes used in your accounting packages