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Bill accounts from the same catalog your registers sell.

Quotes, invoices, contracts, purchase orders, and vendor bills live outside day-to-day checkout, for wholesale accounts, catering deposits, and paying suppliers. Every document type shares your catalog, branding, and a clear path from draft to paid.

Invoices & documents

Create and manage invoices, quotes, receipts, purchase orders, and more.

NumberTypeCustomerStatusTotalDue
INV-1042
Invoice
Blue Harbour Events
Catering
Sent$1,280.00Jul 28
QUO-331
Quote
Walk-in catering
Deposit
Draft$640.00-
INV-1038Overdue
Invoice
Seaside Corp
Wholesale
Partial$2,150.00Jul 8
VB-44
Vendor Bill
Island Fresh Co.
Produce
Sent$890.00Jul 20
RCP-210
Receipt
Blue Harbour Events
Catering
Paid$420.00-
PO-88
Purchase Order
Harbor Kitchen
Kitchen
Draft$1,040.00Jul 22
  • 8

    Document types

    Invoice through vendor bill in one billing workspace

  • Pay

    Portal & reminders

    Secure links and follow-ups without WhatsApp threads

  • Sign

    E-signatures

    Contracts with optional payment rules

What your team actually opens

These are real product screens, not mockups of a mockup. Scroll through the same views managers and floor staff use during a shift.

  • All paperwork in one hub

    Invoices, quotes, receipts, purchase orders, and vendor bills with overdue badges and quick open.

  • Edit and get paid

    Line items from your catalog, deposits, convert to receipt, and Delivery & payments on the same document.

  • Invoice many customers at once

    One blueprint, many recipients. Review the list, then generate invoices with optional email.

  • Set it and collect

    Monthly retainers with Auto-send, Pause or Resume, and a New schedule wizard.

  • Saved bill-to contacts

    Reuse customers on documents, batch runs, and recurring schedules without retyping.

Paperwork that should not live in email threads

Wholesale, catering, and supplier bills deserve the same catalog and brand as your floor sales.

  • A catering client needs a deposit invoice and a signed contract before the event.

    Send branded documents from the same catalog as point of sale, collect e-sign, and require signature before payment when you need it.

  • The supplier invoice does not match our purchase order.

    Open a vendor bill from the purchase order, edit the lines, and record what you paid so the portal and your balance agree.

How billing runs outside the register

  1. 01

    Pick document type

    Invoice, quote, purchase order, vendor bill, or contract from billing.

  2. 02

    Apply your template

    Layout and colors match your brand.

  3. 03

    Send and track

    Email, portal link, reminders, and paid status in one place.

  • Eight document types: invoice, quote, estimate, proforma, receipt, purchase order, vendor bill, credit note

  • Line items pulled from the same catalog your registers sell

  • Vendor bills from purchase orders: adjust what they charged and record payments anytime

  • Turn a completed sale into a draft invoice with lines already filled in

  • Branded templates with layout options and your colors

  • Email delivery with a secure customer portal and payment links

  • Payment reminder rules before due date, on due date, and after

  • E-signatures on contracts with optional sign-before-pay rules

  • Recurring invoices and batch billing for customer lists

Supplier bills that match the stock room

Open a vendor bill from a purchase order, change lines if their invoice differs, and record payments before or after you share the portal link.

Documents that look like your business

Executive, minimal, or custom layouts in one template system. Every invoice and quote matches your brand. Not a generic portal.

Get paid without chasing screenshots

Send a secure payment link, set reminder rules once, and track paid status in the same workspace as the document.