Sales features – what they do and how they help your business

Leads let you capture and qualify every potential customer in one list. Instead of scattered spreadsheets, sticky notes, or inboxes, you keep all enquiries and opportunities in one place so nothing slips through the cracks. For each lead you can store name, contact details, source (for example website, referral, or event), and any extra fields you need, so your team has a clear view of who is in the pipeline. You can assign leads to team members, add notes and follow-up dates, and track status—for example new, contacted, qualified, or converted—so everyone knows what stage each lead is at. Having one lead list makes it easy to see who needs a follow-up, who has been quiet for a while, and who is ready to turn into a proposal or client. You can filter and search leads by source, status, or date so you can prioritise and plan your day. When a lead becomes a client, you can convert the lead record so the history stays in one place. Leads become the starting point of your sales process: capture once, qualify in one list, and move smoothly from enquiry to proposal to order and invoice.

Proposals let you create and send professional quotes to customers and, when they accept, turn them into orders or invoices without re-typing. You choose from several ready-made layouts and fill in scope, price, and terms. Each proposal gets a unique number (such as PROP-2025-001) that you can match to orders and invoices for a clear paper trail. You add line items for products or services, apply taxes and discounts, and the system works out the total and shows it on the proposal so the customer sees a single, clear quote. You send the proposal straight from the app by email and keep a record that it was sent. When the customer agrees, you convert the proposal to an order or invoice in one step; the same items and amounts move across so nothing is missed and your operations and finance stay in sync. You can set your usual payment terms and any legal or disclosure text once in settings, and they appear on every proposal unless you change them for a specific case. That keeps your branding and numbering consistent. Proposals bridge the gap between "we quoted this" and "we invoiced and delivered it," so you spend less time on admin and more on closing deals. The link from proposal to order to invoice keeps the thread intact for reporting and reconciliation, and having a single flow reduces errors and gives customers a clear, professional experience from first quote to final payment.

Orders let you record confirmed customer orders and link them to invoices and fulfilment. When a customer says yes—whether after a proposal, a phone call, or an email—you create an order with the same line items, quantities, and prices so there is one place that says "this is what we agreed to deliver." Each order gets a unique number so you can reference it on invoices, delivery notes, and in conversations with the customer. You can track order status (for example confirmed, in progress, or fulfilled) so your team and the customer know where things stand. Linking orders to invoices means you can see which orders have been billed and which are still open, so you do not miss billing or double-bill. When you fulfil the order, you can record that too, so over time you have a clear history of what was sold, when it was invoiced, and when it was delivered. Orders become the central record of what the customer has bought from you. They support forecasting (how much is in the pipeline), operations (what needs to be fulfilled), and finance (what has been invoiced and paid). Having orders in one list with filters and search makes it easy to see what is due for delivery, what is overdue, and what has been completed.

Invoices let you bill customers with the correct tax, bank details, and payment terms. You create an invoice from an order or from scratch, add line items for products or services, and apply the right tax (GST, VAT, or other) so the customer sees a clear breakdown and you stay compliant. Your bank details and payment instructions can appear on the invoice so the customer knows where and how to pay. You set payment terms (for example Net 30 or due on receipt) so the due date is clear and you can track what is overdue. Each invoice gets a unique number so you can match it to orders, payments, and credit or debit notes for a full audit trail. You can send the invoice by email from the app and keep a record that it was sent. Invoices feed into the client ledger so you always see what each customer owes and what has been paid. Using a consistent format and branding on every invoice makes you look professional and makes it easier for customers to pay. When you need to chase payment, you have one place to see which invoices are open, which are overdue, and how much is outstanding per customer.

Credit notes and debit notes let you adjust invoices for returns, discounts, or corrections without losing the link to the original invoice. A credit note reduces what the customer owes—for example when they return goods, receive a discount after the fact, or you need to correct an overcharge. A debit note increases what they owe—for example when you missed an item or need to add a charge. Each credit or debit note is linked to the relevant invoice (and optionally to the client), so you keep a clear history of what was billed, what was adjusted, and what the customer actually owes. That helps with disputes, refunds, and reconciliation. You can apply credit notes against future invoices or against specific open invoices so the balance is always correct. Having credit and debit notes in one place, with the same numbering and branding as your invoices, keeps your records tidy and makes it easy for finance and the customer to understand what happened. They support returns and corrections without breaking the link between order, invoice, and payment, so your sales and accounts stay in sync. When you run reports or look at the client ledger, credit and debit notes are included so the balance you see is always the true amount the customer owes.

Clients and the client ledger let you see balance, payment history, and "what's due?" per customer in one place. Each client has one record where you store contact details, address, payment terms, and any extra fields you need. The client ledger shows all invoices, payments, credit notes, and debit notes for that client, with the current balance and ageing (for example what is 30, 60, or 90 days overdue), so you can see who owes what and prioritise collections. You can open the ledger from the client record so you never have to hunt for "how much does this customer owe?" or "did they pay invoice X?" Orders and invoices are linked to the client, so from the client screen you see their full history: what they have bought, what has been billed, and what is paid or overdue. That single view supports both sales and finance: sales can see the full relationship and plan follow-up or upsell, while finance can manage receivables and chase the right customers at the right time. When you need to answer "what do our top clients owe?" or "which invoices are overdue for this customer?" the answer is in one place. The client list and ledger become the central view of the customer for your entire sales and collections process.

Payments let you record and track customer payments against invoices so you always know what has been paid and what is still outstanding. When a customer pays—by bank transfer, card, or other method—you record the payment and link it to the correct invoice or invoices (or leave it as an advance if they paid before you invoiced). The payment updates the client ledger and the invoice status so the balance and "what's due?" are always up to date. You can split one payment across multiple invoices or apply one invoice across multiple payments, so you match real-world behaviour. Having every payment linked to a client and to the relevant invoices means you can quickly answer "did this customer pay invoice X?" and use the same data for bank reconciliation and for chasing overdue amounts. You can record the payment method and date so you have a full history for disputes and for reporting. Payments turn "the customer said they paid" into a clear, auditable record so your books stay accurate and you know exactly who has paid and who still owes you. You can run a payments report by date range or by client so finance can reconcile with the bank and sales can see which customers are up to date.

Reports let you see how much you sold by client, product, and time period so you can support forecasting, targets, and commissions. Sales by client shows revenue and activity per customer so you can see who brings in the most, how they pay, and how they trend over time. Sales by product shows revenue and quantity sold per product so you can identify best sellers and plan stock or promotions. Sales by month or quarter give you revenue by period so you can compare months and quarters, spot seasonality, and measure progress against targets. You can filter by client, product, date range, or other dimensions and export for presentations or meetings. When you use these reports together, you can answer questions like "which clients drove the most revenue this quarter?" or "which products are growing?" so you can set targets, plan commissions, and forecast with real data. Having these reports in one place, with consistent filters and the ability to export, means you spend less time pulling numbers from different places and more time interpreting them. They become the evidence you need for sales reviews, target setting, and commission calculations, and they feed into planning when you set goals for the next quarter or year.

Invoice settings and payment receipt settings let you control how your invoices and payment receipts look and what they contain so every document is professional and on-brand. You choose from several templates for invoices and for receipts so the layout, colours, and structure match your business. You set your logo, business name, address, and contact details once so they appear on every invoice and receipt. You configure how invoice and receipt numbers are generated (for example INV-2025-001) so they are unique and easy to reference. You can add standard notes, terms, or payment instructions that appear on every document unless you override them for a specific case. For payment receipts, you can choose what to show—for example which invoices were paid, the payment method, and the remaining balance—so the customer has a clear record. Having consistent, professional documents builds trust and reduces questions from customers. It also makes it easier for your team to send invoices and receipts without re-typing the same information every time. Invoice and receipt settings put your branding and your rules in one place so every customer-facing document looks right and says the right thing.

Automated reminders let you send payment reminders for overdue invoices so you get paid faster without chasing manually every time. You set up rules so that when an invoice is overdue by a certain number of days (for example 7 or 14), the system sends a reminder email to the customer with the invoice details and the amount due. You can schedule a series of reminders—for example first reminder at 7 days overdue, second at 14 days, third at 30 days—so customers get a nudge at the right time. The reminders use your branding and can include a link to view or pay the invoice if you use online payment. That reduces the time your team spends on "have you paid?" calls and emails and often speeds up collections. You can still see which invoices are overdue and follow up in person when needed; reminders handle the routine follow-up so you can focus on the rest. Automated reminders turn "we should chase this" into "the customer has already been reminded," so you get paid faster and keep relationships professional. You can turn reminders on or off per client or per invoice type if some customers prefer not to receive them, and you can see in the system when a reminder was last sent so you know what has already been done.

Products and services let you keep a consistent catalogue of what you sell so every proposal, order, and invoice uses the same names, descriptions, and prices. You create one record per product or service with name, description, unit, price, and tax treatment so when you add a line item to a proposal or invoice you pick from the catalogue instead of typing from scratch. That reduces errors (no more "Product A" on one document and "Product A – 1" on another) and keeps pricing and tax consistent. You can organise products into categories so you can filter and report by type. When you change a price or description in the catalogue, you can decide whether to update only new documents or leave existing ones as they were. Having a single catalogue makes it easier to train new staff, run reports by product, and keep your sales and finance teams aligned on what you sell and how it is described. Products and services become the single source of truth for your offering so that proposals, orders, and invoices all speak the same language. When you add a new product or service, it is available immediately for use in quotes and invoices so your catalogue always reflects what you can deliver.

Tax settings and taxes let you apply the correct GST, VAT, or other tax on every invoice so you stay compliant and your customers see a clear breakdown. You define your taxes once (for example GST at 18%, or VAT at 20%) and attach them to products or services or apply them at the line or document level. When you create an invoice, the system calculates the tax based on your rules so the taxable amount, tax amount, and total are correct. That helps you report and pay tax to the authorities and gives the customer a proper tax document for their records. You can set different taxes for different types of supply or for different regions if you sell in more than one place. Tax settings and taxes ensure that every invoice is consistent with your tax obligations and with what the customer expects to see. They support correct reporting at month-end or year-end and reduce the risk of errors that could lead to penalties or customer disputes. Tax settings put your tax rules in one place so that every sale is treated the same way and your books are ready for audit.