Financial Management

Quotations

Create and send professional quotations to clients. Track status from draft through sent, accepted, and paid. Convert accepted quotes directly to invoices.

Payments

Record payments against invoices and track outstanding balances. Support multiple payment methods. See collection rates and days-to-payment metrics.

Revenue Analytics

Monitor revenue trends over time. Break down revenue by status, source, and time period. See pipeline value and projected collections at a glance.