One-click conversion

Move a deal down the pipeline without retyping.

Every document can become the next stage of the sale. Conversion copies the customer, lines, totals, discount, VAT and terms into a fresh draft and records the link both ways.

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What you get

Quotation → sales order → proforma → invoice → receipt
Invoice → credit note for a full refund or cancellation
Swaps the document's note for the new type's wording
Draws down stock when converting to an invoice or receipt

Works well with

Quotations & estimates

Quote today, invoice when it is accepted.

Sales orders

Confirm the order before you invoice it.

Invoicing

Send invoices your customers take seriously.

Accounting, invoicing and inventory in one place

Cashflow brings your quotes, invoices, payments, stock and reports together — built for Nigerian businesses.

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