Quote pipeline, invoice totals by currency, and who owes you money.
Quote pipeline
Every quote by stage, across all currencies.
Overdue invoices
Longest overdue first - the ones to chase.
Outstanding by client
What each client currently owes (own currency).
Recurring invoices due
Recurring templates whose next issue date has arrived - generate the next invoice with one click.
This is a quoting and invoicing record-keeping tool, not an accounting system. It totals
line items you type in, tracks payments you record, and derives status/aging from dates -
it does not integrate with a bank, process payments, do real currency conversion (each
quote/invoice is tracked in one chosen currency, with no exchange-rate maths anywhere),
calculate tax filings or replace proper accounting software. It does not estimate, take off
quantities or price jobs (see Vector, Forma or Strata for that), and it does not compare
quotes received from suppliers (see Quote Comparison).
Quotes
Build a quote, send it, then track whether it's accepted.
New quote
All quotes
Number
Client
Title
Total
Status
Valid until
Invoices
Build an invoice, issue it, and record payments as they come in.
New invoice
Payments
All invoices
Number
Client
Title
Total
Balance
Status
Due date
Clients
Contact details, default currency and outstanding balance for every client.
Add a client
All clients
Name
Email
Currency
Outstanding
Settings
Business details used on PDFs, default currency/tax rate, and sample data.
Business details
Shown on every exported quote and invoice PDF.
Load sample data
Replaces current data with a rotating sample set of clients, quotes and invoices - including a recurring template and a second currency.
Reset all data
Deletes every client, quote and invoice. Cannot be undone.
Metre2 Quoting & Invoicing Suite is a quoting and invoicing record-keeping tool, not an
accounting system. Each quote and invoice is tracked in a single chosen currency with no
exchange-rate conversion between them - it does not integrate with a bank, process
payments, calculate tax filings or replace proper accounting software. The late fee note is
purely informational text shown in the chase email copy - it is never added to a total
automatically. It does not estimate, take off quantities or price jobs, and it does not
compare quotes received from suppliers.