Digital Invoicing
Features

One platform for
your whole operation

From the first quote to the final delivery — every tool your team needs, working from the same data.

Orders & Invoicing

Take an order from first quote to final payment without leaving the platform.

  • Build orders with line items, discounts, taxes and delivery fees
  • Generate professional PDF invoices and receipts in one click
  • Track payments, balances and payment approvals per order
  • Draft, pending and finalized order workflows with full history

Inventory Management

Know exactly what you have, where it is and what it’s promised to.

  • Live stock levels across warehouses, showrooms and storage locations
  • Automatic reservations when items are sold, released when plans change
  • Location transfers with printable transfer reports
  • Cycle counts and adjustment history to keep counts honest

Purchase Orders & Receiving

Manage vendor orders and incoming stock from a single dashboard.

  • Create purchase orders for restocking or customer special orders
  • Track confirmations, reference numbers and expected arrivals
  • Receive shipments manually or from a spreadsheet upload
  • Received items flow straight into inventory and waiting orders

Deliveries & Pickups

Fulfillment scheduling that keeps your floor, your drivers and your customers aligned.

  • Schedule deliveries and customer pickups per order
  • Assign trucks and drivers and plan each day’s route list
  • Completion checklists with notes and proof of fulfillment
  • Fulfillment status visible on every order at a glance

Online Store Sync

Publish your catalog to your Shopify online store and keep it accurate automatically.

  • Choose which products to list on your online storefront
  • Products, variants, images and prices stay in sync with your catalog
  • Stock levels update automatically as inventory changes
  • Grouped product listings with size, color and configuration options

Customers & Team

Everyone on the same page, with access matched to their role.

  • Customer profiles with full order and contact history
  • Role-based permissions for sales, warehouse and management
  • Sales team performance tracking and commission management
  • Invite teammates by email and onboard them in minutes

Reports & Insights

The numbers you need to run the business, updated as you work.

  • Sales overview dashboards by period, category and team member
  • Accounting summaries for payments, balances and adjustments
  • Inventory valuation and stock movement reports
  • Export data for your accountant or spreadsheet workflows

See it for yourself

Create a free account and explore the platform, or reach out and we'll walk you through it.

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