Sales & invoicing
Quotes, invoices, payments, credit notes and reminders.
Guides
- Create and send an invoiceAdd a customer, list what you sold, approve the invoice and send it by email or link.
- Record a payment from a customerMark invoices paid, in full or in part, and put the money in the right account.
- Quotes and sales ordersSend a quote, record the customer's answer, and turn it into an order or an invoice.
- Refunds and credit notesCorrect an invoice, give a customer credit, or refund their money.
- Recurring invoicesBill the same customer automatically every week, month, quarter or year.
- Automatic payment remindersLet Ledgri follow up on overdue invoices for you.
- Price lists for wholesale and special customersGive a customer their own prices that fill in automatically.
Quick fixes
Still stuck?
Our team answers every message, usually within one business day.