Quotations and Invoices

Applicable rates are brought through from the Products module along with consolidated description used for the customer facing output document, whether print or PDF. Both description and pricing can be adjusted within the quotation if required to personalise each quotation.

Quotations can be generated and linked to a case or be created independently from a contact record.

Quotations can be printed or, being a module within the SaleFaith CRM, be emailed directly as a PDF from within the system.

Invoice Creation

Invoices can be generated from quotations with a single click, or be created independently. Payments in can be recorded to provide an outstanding balance and charges occurred entered within case records are listed within each invoice.