Document Controls
Every billing control you need, included from day one.
Deposits, partial payments, discounts, purchase orders, client signatures, and recurring invoices, all included on every paid plan, not locked behind an upgrade.
Deposits, discounts and document controls are the billing controls a service business needs on its invoices and estimates: deposits as a percentage or a fixed amount, partial payments, discounts with automatic tax recalculation, purchase orders, on-screen client signatures, and recurring invoices with installments. They are included on every paid plan.
Sound familiar? You're not alone.
Big jobs need a deposit upfront, but there's no easy way to request and track one
Require a deposit as a percentage or fixed amount on any invoice or estimate, with the balance tracked automatically.
Manually calculating discounts and re-checking the tax total wastes time and invites errors
Apply a percentage or fixed discount to any invoice, and tax is automatically recalculated on the discounted amount.
Supplier purchase orders live in a separate spreadsheet with no link to the jobs they're for
Track purchase orders from order through to stock receipt, linked directly to your inventory.
Getting a customer's sign-off on an estimate or invoice means printing, signing, and scanning
Capture and attach a digital signature directly on the invoice or estimate, no printer required.
Maintenance contracts and repeat billing require manually recreating the same invoice every month
Set up a recurring invoice template once, and it generates and can auto-send on your chosen schedule, with optional installment splitting.
Deposits & Partial Payments
Require a deposit (percentage or fixed amount) on any invoice or estimate. Partial payments are tracked against the balance automatically.
- Percentage or fixed deposit
- Automatic balance tracking
- Deposit-due reminders
Invoice Discounts
Apply a percentage or fixed discount to any invoice. Tax is automatically recalculated on the discounted subtotal, so the total is always correct.
- Percentage or fixed discount
- Automatic tax recalculation
- Shown on the printed invoice
Purchase Orders
Create and track purchase orders from draft through to stock receipt, linked directly to your inventory, no separate spreadsheet needed.
- Draft to receipt tracking
- Supplier linkage
- Automatic stock updates
Client Signatures
Capture and attach a digital signature to any invoice or estimate. Customers sign on-screen, no printing or scanning required.
- On-screen signature capture
- Attached to the document
- Included on every plan
Recurring Invoices & Installments
Set up a recurring invoice template for maintenance contracts and repeat billing, and it generates and can auto-send on your schedule. Split any invoice into installments.
- Auto-generate on schedule
- Optional auto-send
- Installment payment plans
Frequently asked questions
Full billing control, no upgrade required
Deposits, discounts, purchase orders, signatures, and recurring invoices: the complete document toolkit, included on every paid plan.