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).