billing
Invoicing & Quotations
Create professional invoices and quotations with your branding and track payments.
- Plans from $150/user/year
- Cancel anytime
- 1-Click
- Invoice Generation
- Compliant
- Auto
- Reminders
Overview
What is Invoicing & Quotations in SalesTub?
Close deals faster with professional quotations. Get paid faster with streamlined invoicing. Generate beautifully branded quotes and invoices in seconds—directly from your deals. Track payment status, send automatic reminders, and integrate with payment gateways for online collection. professional invoicing for businesses included.
- Professional invoice and quotation templates
- Custom branding with your logo and colors
- One-click generation from deal data
- Payment tracking with status updates
- Automated payment reminder emails
- Multiple currency support for global business
- and tax calculation built-in
- Payment gateway integration for online payments
- Partial payment and installment tracking
How it works
Up and running in 3 steps
- 1
Generate Quote
Create a quotation from a deal with all products and pricing. Customize terms, validity period, and notes. Send directly to the customer.
- 2
Convert to Invoice
When the deal is won, convert the quotation to an invoice. Add payment terms, due date, and tax calculations.
- 3
Track & Collect
Monitor payment status. Send automated reminders for due invoices. Record payments when received. Generate reports on receivables.
Use cases
Built for how you sell
Whether you sell to businesses or consumers, at a counter or in the field, SalesTub adapts to your process — not the other way round.
Product Businesses
Generate accurate quotations from product catalog with quantity discounts. Convert won quotes to invoices with one click. Track partial payments easily.
Service Companies
Quote project-based or hourly services. Create milestone-based invoices. Manage retainer billing and recurring invoices for ongoing work.
Export Businesses
Generate proforma invoices, commercial invoices, and packing lists. Multi-currency invoicing with exchange rates for international trade.
Consultants & Freelancers
Create professional branded invoices that get paid faster. Track outstanding payments and send automated follow-ups on overdue invoices.
For the whole team
One tool, every role
Business owners
See exactly where revenue comes from, which channels convert and what will close this month.
Sales managers
Assign leads instantly, watch team activity live and make sure no follow-up is ever missed.
Sales reps
Less data entry, more selling — every lead, call and message in one place, on web and mobile.
Works with
Connected to the tools you already use
- Stripe
- Stripe
- PayU
- Tally
- QuickBooks
- Zoho Books
- PDF Export
- Email Delivery
FAQ
Invoicing & Quotations: questions
Can I customize the invoice design?
Yes! Add your company logo, choose colors, customize headers and footers, and include terms and conditions. Create multiple templates for different purposes.
Is invoicing supported?
Yes. Full compliance with tax calculations, HSN codes, and number display. Generate -ready invoices that meet tax requirements.
Can customers pay online?
Yes. Integrate with payment gateways like Stripe, Stripe, and PayU. Include a 'Pay Now' button in invoices for instant online payment collection.
How do payment reminders work?
Set up automatic email reminders before and after due dates. Customize reminder frequency and messaging. Stop sending once payment is recorded.
Can I track partial payments?
Yes. Record partial payments and see outstanding balance. Track payment history with dates and amounts. Generate aging reports for overdue invoices.
Do invoices sync with accounting software?
Yes. Integrate with Tally, QuickBooks, and Zoho Books. Sync invoices and payments automatically to keep your books up to date without double entry.
Explore more of SalesTub
All featuresContact Management
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Lead Management
Capture, qualify, and convert leads faster with automated lead scoring and intelligent routing.
WhatsApp CRM
A shared WhatsApp inbox linked to every lead, with approved templates, broadcast campaigns and a chatbot.
Put Invoicing & Quotations to work today.
Get started in minutes. Cancel anytime. No long-term contracts.
- Setup in 5 minutes
- No long-term contracts
- Cancel anytime
Or take SalesTub with you