Finance

Quotes, invoices, and the services catalog behind every price you send.

<%= stats.quoteCount %> Quotes <%= stats.sentQuoteCount %> Awaiting response <%= stats.invoiceCount %> Invoices <%= stats.outstandingTotal.toLocaleString('en-US', {minimumFractionDigits:2, maximumFractionDigits:2}) %> <%= stats.outstandingCount %> outstanding invoice<%= stats.outstandingCount === 1 ? '' : 's' %> <%= stats.serviceCount %> Catalog items <%= stats.avgMargin %>% Avg. margin (recent quotes)

New quote Price a job from the services catalog with cost, fee, and tax worked out automatically. Services & products Manage the catalog of cost prices and standard markups quotes are built from. Finance settings Standard agency fee, tax rate, minimum margin, and invoice payment details.

Recent quotes

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<% if (recentQuotes && recentQuotes.length) { %>

<% recentQuotes.forEach(function(q) { %> <%= q.quoteNumber %> - <%= q.clientName %> <%= q.currency %> <%= Number(q.totalAmount).toLocaleString('en-US', {minimumFractionDigits:2, maximumFractionDigits:2}) %> · margin <%= q.profitMarginPercent %>% <%= q.status %> <% }) %>

<% } else { %>

No quotes yet.

Create your first quote →

<% } %>

Recent invoices

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<% if (recentInvoices && recentInvoices.length) { %>

<% recentInvoices.forEach(function(inv) { %> <%= inv.invoiceNumber %> - <%= inv.clientName %> <%= inv.currency %> <%= Number(inv.totalAmount).toLocaleString('en-US', {minimumFractionDigits:2, maximumFractionDigits:2}) %> <%= inv.status %> <% }) %>

<% } else { %>

No invoices yet.

Convert an accepted quote →

<% } %>