Sales: quote-to-cash

From quote to cash

OPS360 covers the whole sales cycle so you can quote a customer, invoice them, and collect payment without switching tools. Everything stays linked, so an accepted quote can become an invoice in a couple of clicks.

Estimates and quotes

Create a professional estimate or quote, add line items, and send it to your customer for review. When they accept, you can convert it straight into an invoice without re-keying the details.

Invoices, including recurring

Raise one-off invoices or set up recurring invoices for customers you bill on a regular schedule, such as monthly retainers or subscriptions. OPS360 generates each invoice automatically on the dates you choose.

Credit notes

Need to correct an invoice or refund part of a sale? Issue a credit note against the original invoice to keep your records accurate and your customer's balance correct.

Getting paid

Add a payment link to any invoice so customers can pay online. See our Online Payments guide for the supported providers and how reconciliation works.

Multi-currency

OPS360 supports invoicing in GBP, USD and INR. Choose the currency per customer or per invoice so your international sales are billed in the right denomination.