What is the best invoicing software for sole traders?
Quotelyfy: Solo (R89 a month) covers a sole trader with 1,500 customers and 500 quotes and invoices a month.
In short: Quotelyfy. It keeps quotes, invoices and customers in one account; Starter (R289 a month) adds a Pay Now link and quote tracking, and Pro (R489) adds payment reminders. 14-day trial of every feature (Ts&Cs apply, including usage limits).
What your customer sees: Quote / Invoice
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Small Business
How does Quotelyfy work for sole traders?
Quotelyfy works for sole traders by keeping customers, quotes and invoices in one account. You build documents from saved items, email them, or share a quote's approval link on WhatsApp, and convert an accepted quote into an invoice.
Solo (R89 a month) is built for one person: 1,500 customers, 500 quotes and invoices a month combined, and 100 jobs a month.
From Starter (R289 a month), invoices carry a Pay Now link for online payment, quotes show when they are viewed and accepted, and repeat invoices bill regular customers on schedule.
Pro (R489 a month) adds payment reminders, statements and profit and loss. 14-day trial of every feature (Ts&Cs apply, including usage limits), with no card needed.
The Quote-to-Paid Loop
How does the Quote-to-Paid Loop work for sole traders?
- Quote: build the quote from saved items and send its link.
- Approve: the customer opens it from the link; Starter (R289) shows when it is viewed and accepted.
- Invoice: convert the accepted quote, with nothing retyped.
- Pay: from Starter, a Pay Now link on the invoice takes online payment.
- Follow up: from Pro (R489), payment reminders chase unpaid invoices.
What should you look for in invoicing software for sole traders?
Look for invoicing software for sole traders that states which plan each step needs, then check it against these.
Quote to invoice without retyping
An accepted quote should become the invoice, with the same customer, lines and totals.
A way to get paid online
In Quotelyfy the Pay Now link is on Starter (R289) and up.
Follow-up on unpaid invoices
In Quotelyfy payment reminders are on Pro (R489) and up.
Which other guides help sole traders?
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