Quote-to-Payment
Keep the quote, the invoice and the customer issue in the same story.
14-day trial, then monthly. Registration and checkout opening soon.
- 01
Quote
Scope, line items and customer acceptance.
- 02
Invoice
Due dates, amounts and an outstanding balance.
- 03
Resolution
Open complaint? Payment reminders go on hold.
- 04
Payment
Record payments. Stop reminders when paid in full.
From enquiry to payment.
Resolution stays connected.
One customer, one example: an accepted quote, a billing question and a recorded payment.
Customer exampleExample Studio
Start with the enquiry.
Keep the customer's request and next step together in one record.
enquiry.received09:00 A balance is only part of the picture.
Outstanding invoices and unresolved complaints belong together. Your team can see what is owed and what needs resolving before reviewing the next reminder.
- Before an invoice
- Prepare the quote and record acceptance.
- During a complaint
- Keep payment follow-ups on hold.
- After resolution
- Require fresh approval before the next reminder.
- After payment
- Update the balance and stop fully paid reminders.
Available workflow, clear boundaries.
Quotes, invoices, manual payment records and reminder drafts are available in the member workspace. Email sending and provider-confirmed payments require separate activation. Recording a payment here does not charge a customer.
Member sign in