Quotes & Invoicing
Quote, approve, invoice and refund, all from one place and without retyping.
No per-user pricing for up to 50 users.
Quotes and invoices share the same line editor, so a quote becomes an invoice with nothing re-entered. When a customer approves a quote it turns into an issued invoice, carrying its ticket with it.
Every document starts with your logo and business details in a proper letterhead, and can be printed or saved as a PDF.
Quotes that run their course
A quote starts as a draft, becomes open when you finalise it, and then is approved, declined or expires. The validity period is a setting, 14 days to begin with.
Renew an expired quote
An expired quote cannot be approved until it is renewed for a fresh period. Approved and declined quotes are never deleted.
Invoices in stages
Draft an invoice, issue it to give it a number, take part payments and mark it paid. Numbers are gapless.
Editable until the first payment
An issued invoice can be changed until a payment is made. After that it is locked, and extra work goes on a separate invoice.
Lines that add up
Quantity, unit price and total on every line. Add stock items, or add a service rate by hours and minutes, and Serlix prices the time.
Payment terms
Choose due on receipt or 7, 14, 21 or 28 days, with a default you set.
Send it on
Email an invoice as a PDF, print it, or save it. Who can email invoices is a permission you control.
Void what was never paid
An unpaid issued invoice can be voided, and the number is kept.
Refunds that leave a trail
Refund a whole invoice or particular lines, by any method. A credit note is always created, and the paid invoice itself is never edited.
Tied to the ticket
Quotes and invoices attach to a ticket, and the ticket lists the documents linked to it.
Works with
Customers
One complete record for every customer, personal or business, with their whole history in one place.
View module →Payments
Every payment recorded, every receipt on file, and vouchers you can issue, scan and track.
View module →POS and Register
A till you lay out yourself, with the register counted in and out and every sale tied into your records.
View module →Tickets
Every job and request in one place, with the whole story of each one on a single timeline.
View module →Stock
Know what you have, what it costs, what it earns and when to reorder.
View module →