Create and customize invoices and estimates with logos, signatures, and branding. Collect signatures in person or online. Attach photos to documents. Convert estimates to invoices quickly. Duplicate templates. Save recurring line items.
Record transactions using a double-entry bookkeeping system. View income, expenses, and net income as bar charts. Track balance history with line charts. Scan and attach invoices to transactions. Scan QR codes on invoices to create transactions.
Submit PTO and time-off requests, view balances, and track remaining days. Access payslips and invoices with full pay history. Submit expenses by uploading receipts or photos. Receive status updates on requests and payments.
Manage finances by sending and receiving money, creating digital and physical cards for users or employees, and adding vehicle details. Monitor sales performance with real-time history and transaction details. Issue refunds and access sales reports.