Professional services
From quote to payment, with VAT and withholding in the right place.
Prepare a proposal, convert it when the customer accepts and track payment without rebuilding the job. Each customer keeps their tax details and withholding rate.
- Convertible quotes
- VAT and withholding by customer
- Payment tracking
Sample engagement
Monthly consultancy
- Quote
- Accepted
- Withholding
- 15% income tax
- Payment
- Due · 30 days
Invoice ready to send
What actually happens
The work changes state; the data should not start from zero.
01
The proposal is approved with changes
The quote keeps its versions and the invoice starts from the accepted document, not from a manual copy.
02
Not every customer withholds tax
The customer's tax profile decides whether withholding applies, so you do not remember it on every invoice.
03
Delivery does not mean payment
The due date and payment status remain visible after the invoice is sent.
The workflow
From agreed scope to reconciled income.
Prepare the quote
Items, terms and validity live in a document you can share.
The customer accepts
Convert it without re-entering services or amounts.
Issue the invoice
VAT, withholding, numbering and VeriFactu apply in the same step.
Track payment
Due date, reminders and payment stay tied to the invoice.
What it covers
The administration around a professional service.
Quotes and documents
Proposals that convert to an invoice, proforma or delivery note.
Tax rules by customer
VAT, withholding and billing details saved in the customer record.
Professional expenses
Digitised purchases, due dates and line-by-line deductibility.
Payment and quarter
Payment links and reports built from issued and received documents.
Turn a trial quote into an invoice.
It is the quickest way to see whether the workflow matches your business.