From the first quote to the final payment.
Quotes, invoices, receipts and customer balances in one place. Follow the work from an agreed price to a paid invoice, matched straight from your bank.
For teams turning customer work into cash
The WAWProfi workspace · illustrative figures
Quote to invoice in one step
Accepted quotes become invoices with the prices, terms and customer details carried over.
Every balance in view
Part-payments, credit and overdue days sit with the customer, not in a spreadsheet.
Paid invoices close themselves
When the payment reaches your bank statement it is matched to the invoice, and the balance updates.
Sales, in the product
Four screens between a quote and cash in the bank.
- Recorded in WAWProfi
See Cy at work
The work, in motion.
Watch a sales task move through a demonstration workspace.
Built for the invoices that do not go to plan.
Part-payments stay visible until the balance is cleared
When a customer pays some of an invoice, the payment and the balance sit on the same record, so the next reminder asks for the right amount.
Sales receipts for money taken on the spot
Paid at the time? Record a sales receipt instead of an invoice and its payment, and it posts in one go.
Invoice settings that match how you work
Numbering, terms, footer and print layout are set once in Sales settings and used on every document.
Cy AI · Sales
Ask who owes you, and get the invoices.
Cy reads your invoices, payments and bank transactions, answers in plain English and links every figure to the record behind it. It can draft the reminder; you send it.
- Which invoices are overdue?
- Who pays us slowest?
- Draft a reminder to Kestrel Group
Answers cite your own records · Cy prepares, you approve
Everything included
What Sales does today.
16 capabilities · plan availability on pricing
Sales
- Sales dashboard
- Invoices — draft, approve and post, send, void
- Invoice templates (save a draft as reusable)
- Recurring invoices on a schedule
- Public pay link — customer views and pays by bank transfer
- Quotes, and converting an accepted quote to an invoice
- Sales receipts for payments taken on the spot
- Credit notes
- Refund receipts
- Customer records: addresses, terms and balances
- Printable customer statements
- Sales settings: invoice numbering, terms, footer and print layout
- Automated contractor bills and invoicing
- Automatic invoice and receipt creation
- Multi-currency invoices and bills
- Bulk export of invoices and documents
Sales / In practice
How invoicing works in WAWProfi
- 01
Agree the work
Start with the customer and send a quote for what you're providing.
- 02
Send the invoice
Check the line items, tax and due date, then send it to your customer.
- 03
Track the payment
Match the incoming payment to the invoice and see any balance still owed.
The practical details
Invoicing FAQs
Open a question to explore the workflow.
01How does invoicing connect to my bank?
Sales keeps the invoice and the customer's balance. When the payment arrives, banking and reconciliation match it to that invoice, so you can see exactly what's still owed.
02Can I keep quotes and invoices in one place?
Yes. Quotes and invoices both live in Sales, alongside your accounting records.
03Which plans include these features?
Our pricing page lists every plan. Contact us to confirm the features, limits and setup that suit how you invoice.
Continue the story
Sales connects to…
Your next chapter / Sales
Keep the next sale moving.
Confirm the features, availability and setup that suit your team.