A centralized invoicing and quotation system designed to simplify the entire sales and payment process. The system allows businesses to create and manage quotations, invoices, receipts, clients, and payments from one platform.
Key features include:
Client Management — Maintain client profiles, contact details, billing information, and transaction history.
Quotation Management — Create professional quotations with products/services, discounts, taxes, validity periods, and terms.
Quotation Approval — Send quotations directly to clients via email with options to review and approve.
Invoice Generation — Convert approved quotations into invoices automatically, reducing duplicate data entry.
Email Automation — Automatically email quotations, invoices, payment confirmations, reminders, and receipts to clients.
Payment Collection — Accept and record client payments through integrated payment methods.
Payment Tracking — Monitor paid, partially paid, pending, overdue, and cancelled invoices.
Automatic Receipts — Generate and email payment receipts once a payment has been received.
Payment Reminders — Send automated reminders for upcoming and overdue invoices.
Financial Overview — Track total sales, outstanding invoices, received payments, and overdue amounts.
Multi-Currency Support — Create quotations and invoices in different currencies and manage exchange rates.
Professional Documents — Generate branded PDF quotations, invoices, and receipts with company logos, terms, and payment details.
Audit Trail — Keep a record of important actions such as quotation creation, invoice updates, payments, and status changes.
Dashboard — Get a quick overview of quotations, invoices, revenue, outstanding balances, and recent payments.
Login Details
Email: no-reply@bisonlabs.comPassword: kumashinga@2024
NB: This is a demo site and we request you to create your personal account so that you can access the services without any interruption.
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