Quotation to payment
6 stepsFrom the quotation to the money in the bank, for a sale of goods or a service.
- Add customer
- Prepare the quotation
- Customer accepts
- Deliver the goods or the service
- Issue the invoice
- Payment received
Everyday
A flexible start for any business: accounting, stock, sales follow-up, tasks and HR.
Made for Any business that does not match another type
Start with the General business setup All business types
Already have a workspace? Open Settings, then Business type, and add this setup to it.
Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.
From the quotation to the money in the bank, for a sale of goods or a service.
Check and approve a new supplier before the first order.
Handle a complaint from the first message to the follow-up call.
Collect an unpaid balance step by step, from the first statement to a final decision.
These start as templates. Turn on the ones you want and they appear on the right day.
| Review the sales pipeline | Every week | Move every open deal forward or close it. |
|---|---|---|
| Check low stock and reorder | Every week | Order what is running out before it is out. |
| New staff joining | Everything to do in the first week of a new employee. | |
| Staff leaving | Close everything properly when someone leaves. |