Quotes, contracts and payments
Send quotes, get contracts signed, take card payments and raise invoices.
Sending a quote
Email a quote with a link the customer clicks to confirm their booking, with your brochure attached and the contract sent automatically.
Setting up contract templates
Write your contract once with content tags for the booking details, add your own questions, and preview it exactly as customers will see it.
Getting a contract signed
Send the contract, and the customer signs it online in their portal with a drawn signature. The booking moves on by itself.
Taking card payments with Stripe
Connect your own Stripe account so customers can pay deposits, balances and invoices by card, with the money going straight to you.
Recording a payment
Record cash, bank transfers and other payments against an event, and the deposit and balance update by themselves.
Deposits, balances and due dates
Set how deposits are worked out and when balances are due, and see what each payment status means.
Creating and sending invoices
Raise an invoice from an event for the deposit, the balance or the full amount, with VAT and your own numbering, then email it and chase it automatically.
Paying staff with self-billing remittances
Gather a member of staff's unpaid wages for a date range into one remittance, email it to them and record it as paid.
Income, expenses and transaction types
Keep a simple ledger of money in and out, with your own categories, for your reports and your accountant.
Still stuck?
Tell us what you are trying to do and we will point you in the right direction.