Quotes and Billing makes it possible to carry your office in the palm of your hand. With our Quotes & Billing app you can provide quotes to customers on the spot, seamlessly turn those quotes into active orders, and even track your customers’ payments directly on your iPhone or iPad. The program also allows you to keep track of your inventory– if you wish. The will automatically set itself to whatever currency you use based on your iOS devices region settings.
Quotes and Billing is designed to work the way you do. Visit a prospective customer … Generate a quote … Print that quote for your customer or e-mail it to him on the spot; or if you choose, just enter the customer’s basic information and finish working at your leisure. When your customer is ready to order, you take the price quote and with one click convert into an order (editing it, if necessary, along the way.) Of course, if you choose, you can generate a new order– without first having a quote. The same is true with creating a fresh new invoice. Once you have finished a job, or made a delivery, you can just take that order and convert it into an invoice with just one click.
Our Quotes & Billing is a powerful app has all the capabilities of a premium accounting system for generating quotes and invoices. However, this app is affordable and available to be with you where ever you go; at all times.
Keep track of all your customers, their vital contact information and purchasing history, their open quotes or orders. Next time you visit a customer you can instantly access what you have quoted them in the past and what items and services they ordered.
Quotes & Billing will keep track of your customers’ accounts, his or her terms of payment, automatically calculating due dates and early payment discounts for both “Net” and “End of Month” accounts.
The inventory section is programmed to track your current stock and the quantity of an item(s) you have on order. You can even get a list of all items that you need to order (based on inventory and active invoices). Future upgrades will even include an optional automatic ordering system.
Quotes & Billing’s Report options include: Customer Statements, Inventory, Open Orders, Open Quotes, Receivables, Sales, Supplier Orders, Taxes and Transactions. All reports can be printed, E-mailed or exported.
You can import your current inventory directly into the App as well as make changes via the import feature.