Quotations
Professional PDF quotations with a link your customer can open and accept online.
Finance Finance and administration
Quote, invoice and get paid without the paperwork.
Turn agreed work into quotations, invoices and receipts from the same customer record, and always know what is paid and what is still due.
Available Included in every ServiceConnect plan.
Why it matters
Know what is paid and what is still due.
Quotations go out over chat, deposits are tracked in a notebook, and nobody is sure which invoices are settled until month-end.
Finance keeps the commercial side of every job in one place, connected to the customer and the work.
Fewer missed payments
Balances, deposits and part-payments are visible against every customer.
Less retyping
A saved service catalogue fills quotations; an accepted quote becomes the invoice.
Clean totals
Each document stays in one currency, so totals are never mixed.
Features
What Finance does.
Invoices and receipts
Invoice a deposit, a stage or the full balance, and issue receipts as payments arrive.
Payments
Record payments, share PesePay payment links and let the server verify online payments.
Recurring billing
Schedule repeating invoices for maintenance, retainers, hosting and support agreements.
Expenses and credit notes
Track running costs and correct issued invoices with credit notes instead of edits.
Multi-currency
Bill in the currencies your workspace enables, with rates kept for each document.
How it works
From first step to finished work.
- QuotationScope and price, from your catalogue.
- AcceptanceThe customer accepts online.
- InvoiceDeposit, stages or full balance.
- PaymentRecorded or verified online, then receipted.
Who it is for
Built for teams like yours.
- Service providers
- Contractors and trades
- Agencies
- Consultancies
- Hospitality and retail
Availability and pricing
Finance is available now.
It is part of every ServiceConnect workspace, including the free plan. Plans differ by limits such as team members and monthly invoices, not by which tools you can open.
Compare plansFAQs
Questions about Finance.
Can a customer accept a quotation online?
Yes. Each quotation has a link your customer can open to review and accept it.
Can I take a deposit before the work starts?
Yes. Invoice a deposit or a stage, then invoice the balance later. Part-payments are tracked against the customer.
Which currencies can I bill in?
The currencies your workspace enables. A document stays in one currency, so totals are never mixed.
Finance
Start with Finance. Add the rest when you need it.
Create a free workspace. Every tool works from the same customers and records.