How it works
One document turns into another. Everything else is set-up you do once.
The five steps
Create your account
Sign up with an email address. There is no card to enter and no trial that expires.
Set up your business
Your business name, contact details, logo and banking details. If you are a VAT vendor, your VAT registration number goes in here too, because it has to appear on every tax invoice you issue.
Add a client
Capture the client once. For any invoice over R5,000 including VAT, you will need their name, address and, if they are a VAT vendor, their VAT number, so capture it properly the first time.
Create the quotation
Choose the client, add line items, and the document assembles with your details already on it. Send it before the work starts.
Raise the invoice
Once the client has accepted and the work is done, the invoice follows with its own number and date.
What it looks like
Creating a quotation
Building the document from saved records.
Document preview
What the client receives.
Common questions
Do I have to send a quotation before an invoice?
No. For repeat clients on agreed rates, or work priced over the phone, you can raise an invoice directly. The quotation exists for work where the price needs agreeing first.
Can I use it if I am not registered for VAT?
Yes. If you are not a registered VAT vendor you must not charge VAT, since only registered vendors may do so, and your documents are ordinary invoices rather than tax invoices.
Does it work on a phone?
Yes. It runs in a mobile browser, so you can quote on site rather than back at a desk.
What does it cost?
Nothing. There is no subscription and no paid tier that unlocks the useful modules.