Create invoices, estimates, and receipts instantly
Create invoices, estimates, and receipts quickly. Add client details, itemized lists, and payment terms. Generate branded PDFs and send them via email. Track payments and manage billing history. Organize expenses and categorize transactions.
Manages business transactions by listing bank accounts and categorizing expenses. Assigns receipts and expenses to transactions. Syncs with accounting modules for real-time data. Tracks sales, purchases, and inventory.
Manage business matters by viewing, searching, and sorting cases. Review details and track progress. Access and update contact information. Create new contacts and maintain client communications.