Help centre Feature guide
Clear definitions, practical limits and how money moves, without marketing shorthand.
Create professional sales and billing documents without retyping accepted work.
Build line items from saved services or enter them manually, save drafts, send documents, track their status and convert an accepted quotation into an invoice while preserving the original record.
Download or send consistent, branded documents.
ServiceConnect generates PDFs on demand using the organisation’s selected template, logo, colours, bank details and compliance information. PDFs are regenerated from the authoritative record.
Separate accounts for the people working in one organisation.
Each staff member signs in with their own account and receives an assigned role. A staff allowance is not the same as the active-device security limit: the first controls team size; the second prevents one password from being shared across many devices.
The number of new invoices a workspace may create during one billing month.
The limit applies when an invoice is created, not when it is viewed, downloaded or paid. Existing records remain available after the allowance is reached. Upgrading increases the allowance; Professional uses fair-use invoicing instead of a fixed quota.
No fixed monthly invoice count for normal business activity.
Professional workspaces can create invoices without a published numeric monthly cap. Automated abuse, resale of platform capacity or activity that threatens service reliability can still be limited under the platform terms.
A hosted checkout link tied to a specific invoice.
The customer opens a secure PesePay checkout from the invoice. PesePay processes the payment for Sigmasystems and notifies ServiceConnect. ServiceConnect then verifies the transaction server-to-server before marking any amount as paid. A redirect alone never changes the balance.
Track staged payments instead of requiring one full payment.
Record a deposit, instalment or final amount and issue a receipt for each transaction. The invoice retains its complete payment history and remaining balance. Independent payments can also be recorded when the original invoice was created elsewhere.
Schedule repeat billing for ongoing service agreements.
Use recurring schedules for hosting, support, maintenance and retainers. Agreements can be paused, resumed or cancelled, and scheduled invoices are produced by the backend rather than relying on an open browser.
Work in the currencies enabled for your organisation.
Each quotation, invoice, payment and report remains in one currency. ServiceConnect never combines different currencies into a misleading total. Exchange rates used for pricing plans are managed by the platform.
Keep contacts, documents, balances and history together.
Search customers by name, email or phone and reuse their details across documents. Customer-specific activity remains scoped to the active organisation.
Send customer documents from the workspace.
Send quotations, invoices and receipts by email and record the action. Plans that support custom SMTP can use the organisation’s own verified mail server and sender identity.
Send ServiceConnect mail through your own business email provider.
Enter and verify your organisation’s SMTP host, port, encryption and sender details. Credentials are handled as secrets. If custom delivery is unavailable or fails, ServiceConnect reports the failure instead of pretending a document was sent.
Show services, proof of work and verification publicly.
Publish a supplier profile with service areas, badges and completed projects. Portfolio limits depend on the plan. Marketplace prominence never bypasses moderation or verification.
Additional visibility for an eligible Professional supplier profile.
A featured profile may be presented in designated discovery areas after it meets marketplace requirements. It is a visibility benefit only: it does not manufacture reviews, remove moderation or guarantee leads.
Higher-priority discovery under the marketplace ranking rules.
Eligible profiles may be considered earlier in relevant marketplace result areas. Relevance, verification, availability and platform quality rules still apply, so priority placement is not a promise of first position or sales.
Give people individual accounts instead of sharing one password.
Invite staff, assign a role and control their access. Device-session limits protect one person’s login; staff limits control how many separate user accounts can join the workspace. These are different controls.
Keep a trace of important changes and payment verification.
Meaningful changes are logged with the acting user, route, time and client address. Payments and sensitive operations are validated by the backend even when the interface hides or disables an action.
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