Orders and invoicing

Teams that pick from stock, ship an order, then bill — often the same people who run CRM and Inventory.

Live demoThe only Sales & Invoicing template in this catalog

Customers come from CRM companies; line items come from Inventory products. Send a quote, turn an accepted quote into an invoice, and record payments as they come in — deposits and partial payments included. Fulfilling an order deducts stock.

Quotes → invoice
Partial payments and deposits
Sales orders
Stock deducted on fulfill
Overdue detection

Open live demo

What to click

Send a quote, accept it, and convert it to an invoice
Record a partial payment and watch the balance due
Fulfill a sales order and confirm inventory dropped

What we change after you buy

Payment terms, tax, and shipping rules
Card or ACH collection through your payment processor
The print layout on the invoice PDF

Need a different vertical? We customize a copy — we do not keep empty “coming soon” cards in the catalog.