Dashboard

- Quickly see outstanding invoices.
- View total balance to collect.

Quotation

- Create quotation
- Convert quotation to invoice
- Reuse items from previous quotations or invoices as template.
- Email quotation to customer

Invoice

- Create invoice from quotation, or without quotation
- Email invoice to customer
- Track and enter payments
- Export invoice to excel file (.csv)

Customer

- Manage customer database
- Manage customer's contact
- Assign contact to quote/invoice. (contact's name will appear under "Attention" when you generate quote/invoice).

Reports

- Client statement
- Invoice search that allows exporting to excel (.csv) file.
- and more...