Our Tools
Sales Tool
If you don’t invoice on time, you don’t get paid on time!
The sales invoicing process is critical to your small business.
Sales invoices also need to look professional. The Sales Tool helps you take care of everything including your sales quotes.
Introducing the Sales Invoice Tool
Afirmo’s Sales Invoice Tool sets you up to raise customer quotes and send professional looking invoices. With the Sales Invoice Tool you can:
Create sales quotes and add notes and terms & conditions
Convert sales quotes into sales invoices when your customers approve the quote
Generate professional looking sales invoices with Afirmo’s handy template design. Add notes and terms & conditions and pull in your bank account data from your Business Profile
Maintain customer records within the tool. Never let customer details get out of date again
Maintain products and services data. Add your sales prices for ease
Sales Analysis and Due Date Visuals
Tracking sales by date or customer or product has never been so easy. When you start using the sales invoices your data will automatically feed through to the sales analytics so you can keep on top of core trends and opportunities.
The Sales Tool lets you:
Create Sales Invoices
Create professional looking sales invoices using our professional template.
Create customer quotes
Send professional looking quotes to your customers. Convert these into sales invoices when approved.
Manage customer records
Use the customer management tool to keep your customer details up to date.
Manage products and services
Maintain records of your products and services to use in your sales invoices and quotes.
Sales Insights
Use our sales analytics tool to see how your sales are tracking.
Debtor balances
Keep an eye on your slow payers with due date analysis in the sales tool.
