One thread from first enquiry to paid invoice
A lead becomes a quotation, a quotation becomes an order, an order becomes an invoice — carrying its own history, so nobody re-enters what was already agreed.
What you get
Leads and opportunities
Track who is interested, what they asked for and what happened last — so a follow-up does not depend on one person’s memory.
Quotations that become orders
Convert an accepted quote into a sales order without retyping it, and keep the original for the argument six months later.
Pricing rules and discounts
Customer-specific price lists and discount rules applied at the line, so the sales team is not calculating margins by hand.
Invoicing tied to delivery
Invoice what was actually delivered, partially or in full, with the ledger entries posted as you go.
Receivables you can chase
See who owes what and how overdue it is, per customer and in total, straight from the ledger rather than a side spreadsheet.
Customer history in one place
Every quote, order, invoice and payment for a customer sits on one record — the context a conversation actually needs.
Common questions
Can I convert a quotation into an order?
Yes, without re-entering the lines, and the original quotation is retained for reference.
Does invoicing post to the accounts?
Yes. An invoice posts revenue, tax and receivable entries as it is raised, so the ledger reflects sales as they happen.
Can different customers have different prices?
Yes, through customer-specific price lists and discount rules applied at the line level.