Send invoices in your own design, see the moment they're opened, and record payments as they come in. Reminders do the chasing for you.
The moment a customer accepts, the deposit invoice can go out by itself. Bigger jobs are invoiced in stages, a tap each, and the quote always shows what's been invoiced and paid.
Maintenance contracts, retainers, subscriptions: set it once and it bills every week, month or year.
Next one: 18 Aug
Rent invoiced before it's due. Pay the invoice and the rent shows paid in Properties too.
Polite emails before, on and after the due date. They stop the moment it's paid.
They stop the moment it's paid.
Record bank transfers, cash, card or cheques as they come in, in full or in parts. Made a mistake? A credit note puts it right, the proper way. Every payment lands on the customer's page in the CRM.
Take money as it comes. The invoice shows what's left to pay.
Reduce or cancel a sent invoice with its own numbered credit note.
Customers open their invoice from a link, or in their portal, and save it as a PDF.
Owners and admins choose how invoices look and work, and who can send them.
The same five layouts as your Keystone quotes, in your colour and logo, so everything matches.
Your own prefix, carrying on from your old system. Numbers are given when an invoice goes, so there are no gaps.
VAT registered or not, your usual rate, and a different rate on any line.
Due on receipt, in 14 days, 30 days, or whatever you like.
Shown on every invoice, with its number as the payment reference.
When a quote's accepted: do nothing, make a draft, or send the deposit invoice straight away.
Deposit, half way, completion: set your stages once and invoice each one with a tap.
Before, on and after the due date, in your own words, or not at all.
Every Orkello app shares the same people, the same bell and the same search.