Online invoicing made easy

Manage contracts, create recurring invoices, bill timesheets, get paid faster.

Turn Quotes into Invoices with minimal effort

Bill automatically based on sales orders, delivery orders, contracts, or time and material.

Easily create invoices based on the quotes you have sent to your clients.

Send professional looking invoices directly to your clients in just a click.

Automatically send them by email as a PDF attachment or print and send them by mail.

Get paid faster

Online payments and automated follow-ups.

Accept online payments via various Payment Gateways. Eliminate the hassle of sending reminders for late or outstanding payments. Automated follow-ups are simple to configure and help to streamline billing to make payments quick and easy.

Integrated with Payfast, Paypall and numerous other Payment Gateways

Customized Payment gateways solutions are available on request. When using the contract module, we can add Collection Gateways within South Africa.

Simplify your accounting

Keep track of bank account movements and the status of invoices.

Use the status overview to help keep track of drafts, paid and unpaid invoices.

Automatically record all transactions from your bank accounts by importing and reconciling your bank statements.

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How do I get Leads in the CRM Module?

Leads can be added either manually or through an API interaction with any form on any website. The advantage is that you have the flexibility to design the form to align with the fields in the CRM module, or you can simply create the form, and upon submission, the fields will be automatically generated within the CRM system.

Additionally, through various APIs, you can explore alternative methods to gather leads from different sources. If you have any queries or need assistance with this process, our friendly team is here to help.

When I convert a Lead or Opportunity, can I do quotes from the CRM Module?

Indeed, upon accessing an opportunity or lead, you will find the quotation button, allowing you to send proposals directly to potential customers. This integration keeps all relevant information together with the lead or opportunity and will be reflected in subsequent reports.

These reports will analyze your Sales Team's or individual performance, providing insights into how it aligns with the Sales Targets.

Can Leads be automatically assigned to a Targeted Sales Team / Individual?

Each lead has the flexibility of being assigned automatically to the user who creates it, the team, or a specific individual. The Team settings offer customization options for determining how leads are distributed among team members. Additionally, forms submitted from a website, generating leads in the ERP system, can also be directed to the appropriate recipients.

Notably, the module maintains a record of the lead's source, providing valuable information about its origin.

Is it possible to separate customers, quotes and invoices for each customer so they see only their own things?

Indeed, it is possible to segregate different elements within the ERP system. This can be achieved using "Record Rules," which can be applied to specific User Roles requiring data separation.

These rules allow for intricate customization, ensuring that certain actions can be performed as per the specific needs. In case you encounter any complexities or have specific requirements, our friendly support team is readily available to assist and accommodate your unique needs.