Quotes, Invoices & Credit Notes for Service Businesses
Create quotes, convert to invoices, issue credit notes, and track revenue. All with multi-currency and tax support.
About Sales & Invoicing
The Sales module covers the full sales lifecycle from quote to payment. Create professional quotes with line items, taxes, shipping, and discounts, then convert them to invoices in one click. When adjustments are needed, issue credit notes linked to the original invoice for a clear audit trail.
Sales Analytics gives you a real-time picture of revenue, outstanding amounts, overdue invoices, and team performance. Every document can be exported as a branded PDF and shared with clients via email or WhatsApp.
Multi-currency support means you can quote in GBP, USD, EUR, INR, or any currency your clients use. Tax configurations handle VAT, GST, and custom tax rates per region. The module integrates directly with CRM contacts, so client details auto-populate on every document.
Payment links can be generated and embedded in invoices, allowing clients to pay online through Stripe or Razorpay. For teams, approval workflows ensure quotes and credit notes are reviewed before being sent to clients.
At a Glance
Sales & Invoicing key capabilities
Create and send professional quotes with line items
One-click conversion from quote to invoice
Credit note management linked to original invoices
Sales analytics: revenue, outstanding, overdue tracking
Multi-currency and configurable tax rates (VAT, GST)
Branded PDF export for all documents
Key Benefits
Create and send professional quotes with line items
One-click conversion from quote to invoice
Credit note management linked to original invoices
Sales analytics: revenue, outstanding, overdue tracking
Multi-currency and configurable tax rates (VAT, GST)
Branded PDF export for all documents
Payment link generation for online collection
Approval workflows for quotes and credit notes
Works Great With Other OPS360 Features
Sales & Invoicing integrates seamlessly with the rest of the OPS360 platform. Data flows between features automatically: no manual exports, no copy-paste, no switching between tools.
Popular Across Industries
See how Sales & Invoicing powers operations across these industries.
Ready to Get Started?
Start your free 14-day trial and see how OPS360's Sales & Invoicing transforms your operations. No credit card required.
