Quotations
Build quotes from your item list, with quantities, prices, discounts and taxes.
Sales and Invoicing Software
Sales and invoicing software for businesses in Uganda. Quote, confirm, deliver, invoice and get paid in one connected flow, with stock and accounts updated as you go.
Smart Suite · Sales
Smart Suite
Overview
Quotations
Sales orders
Delivery notes
Invoices
Payments
Sales
Quote to cash · This month
- Quote
- Order
- Deliver
- Invoice
- Paid
Quotes won
Invoiced
Collected
Recent documents
Quotation QT-0142Converted to sales orderAccepted
Delivery note DN-0088Goods out of the main storeDelivered
Invoice INV-0231Emailed to the customerDue
Payment recordedInvoice INV-0231 settled
Key features
Every sales document, one flow.
Quotations, orders and invoices move through one lifecycle, so nothing is re-typed between steps.
Sales orders
Convert a quote to an order in one click, copying every line and tax.
Delivery notes
Mark orders delivered before invoicing when your policy requires it.
Invoices
Invoice a confirmed order with its revenue account pre-filled from settings.
Payments
Record full or partial payments; invoices move to Partially paid or Paid.
Tax codes
Apply named tax codes to any document.
Document numbering
Real numbers for quotations, orders and invoices from your own series.
Email to customers
Send documents to customers by email, manually or automatically.
Optional approvals
Route orders and invoices for approval, or let them go live instantly.
Quote to cash
One document, start to finish.
A quotation becomes an order, a delivery and an invoice without re-typing a single line.
- Lines from your item master, with discounts and tax codes
- Confirmed orders reserve stock
- Full or partial payments update the balance
- Optional approval before orders and invoices go live
Sales · Quotations
Quotation
Customer from CRM
- Quote
- Order
- Delivered
- Invoice
- Paid
2 × Item from item master
1 × Service line
Tax code applied
PaidBalance due
Partial payment recordedInvoice: Partially paid
Customer delivery
Documents straight to your customer's phone.
Send quotations, invoices and receipts by email, SMS or WhatsApp, each with a link to the document.
- Email, SMS and WhatsApp from one screen
- A shared link to view each document
- Send a receipt once payment is recorded
- Message templates for each document type
Customer's phone
WhatsApp · SMS · Email
Your invoice is ready. View it here: Invoice · view document
Thank you for your payment. Receipt · view document
Also by SMS or emailSame document link
Sent to customerEmail · SMS · WhatsApp
How it works
From quote to cash.
Each step builds on the last. Approval steps appear only if you switch them on.
- 01
Quote
Pick the customer, add items and taxes, then submit.
- 02
Order
Convert the quote; stock is reserved for tracked items.
- 03
Deliver
Issue a delivery note when goods go out.
- 04
Invoice
Invoice the order and post it to Finance.
- 05
Get paid
Record payments until the invoice shows Paid.
Set up once
Ready in three steps.
A short, one-time set-up and every document is numbered, taxed and branded correctly.
- 1
Document numbering
A numbering series for quotations, orders and invoices.
- 2
Tax codes
The named taxes you charge, ready to apply to documents.
- 3
Templates & settings
Document templates and default revenue account.
Connected
Connected with the rest of Smart Suite.
Sales works on shared customers, items and accounts, so data is entered once.
CRM
Customers on every sales document come from your CRM accounts.
Inventory
Line items come from the item master; confirmed orders reserve stock.
Finance
Invoices and payments post to receivables, revenue and VAT automatically.
Workflows
Optional approval steps for sales orders and invoices.
Other Smart Suite modules
Optional add-on
Field service, built in.
Switch on Jobs for service businesses: work tied to orders or recurring contracts.
Service contracts
Weekly, monthly, quarterly or yearly visit schedules that generate jobs.
Jobs & teams
Schedule jobs, invite a lead, supervisors and technicians, and log job expenses.
Milestone billing
Invoice a percentage of the quoted order at each milestone.
Who uses it
Built for your sales team.
Permissions keep starting and approving documents separate where you need it.
Sales staff
Create quotations and orders and email them to customers.
Approvers
Approve or reject orders and invoices waiting for a decision.
Accounts
Raise invoices and record customer payments.
Managers
View sales settings and sales reports.
FAQ