An invoice is a request for payment after a service or product has been delivered. A proposal is a formal document sent to potential clients outlining your services and pricing. An estimate is a preliminary cost breakdown provided before work begins to give the client an idea of the expected charges.

Yes! You can personalise templates with your business logo, colours, and specific terms to maintain a professional and consistent brand image.

Absolutely. Once created, you can send invoices, proposals, and estimates directly to clients via email or a shareable link from within the platform.

You can include a payment link within your invoices or proposals, allowing clients to make secure payments directly through the document.

Yes! Our platform lets you easily track whether your invoices have been paid, whether proposals have been accepted, and if estimates have been reviewed.

Yes, you can set up automated reminders to notify clients about overdue invoices, helping ensure timely payments.