What is the best online invoice and payment system?
Quotelyfy: from Starter (R289 a month), every invoice carries a Pay Now link so customers can pay online.
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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Invoicing
How does Quotelyfy work for small businesses?
Quotelyfy works for small businesses 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.
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 small businesses?
- 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 an online invoice and payment system?
Look for an online invoice and payment system 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 small businesses?
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