What’s new this week?
This weeks we have launched our new quoting and invoicing tools.
The quoting tool records all quotes provided to your customers, capturing full details of the quote, who provided it and how long it is valid for.
Here is a screenshot of the tool.

The quote can be broken down line by line itemising each of the costs.
The new invoicing tool is linked to the dashboard - which make it easier to keep track of payments due
Once a quote has been accepted by a customer an invoice is automatically raised. The tool links an invoice to a quote, provides an invoice date and gives its status as to whether it is paid or payment is required.
Here are a couple of screenshots of the invoice tool and how it works with the dashboard.
Looking forward to hearing your feedback on these in the coming weeks.
Regards
Sarah
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