Keep quotes, invoices and payments together
Turn accepted quotes into invoices, record payments and see what is overdue. Billing stays connected to your customer, inventory and transport records.
Supported Invoicing and Quoting Capabilities
- Invoice Creation & Line Items Create invoices with product, service, shipping, and custom-charge line items, plus quantities, prices, taxes, and discounts.
- Quote-to-Invoice Conversion Create quotes, record approvals, set validity periods, and convert accepted quotes to invoices while carrying their line items and terms forward.
- Payment Tracking & Reconciliation Record partial and full payments, review outstanding balances, and keep payment history with each customer invoice.
- Recurring Invoice Scheduling Configure invoice schedules and reminders around due dates, with frequency and delivery settings controlled by the organization.
- AR Aging Reports Review receivables in Current, 1-30, 31-60, 61-90, and 90+ day buckets with invoice and customer breakdowns.
- PDF Export & Email Delivery Generate PDF invoices and quotes and send them by email using configured branding and delivery settings.
Invoices & Quotes Buyer Questions
- What invoice and quote work does OLT support?
- Create invoices and quotes with line items, taxes, discounts, and terms, record quote approvals, and convert an accepted quote into an invoice with its line items and terms carried forward.
- How does OLT's payment recording work?
- Record partial and full payments received outside OLT, review the invoice's outstanding balance, and retain its payment history with the customer invoice.
- Can customers pay invoices through an online gateway?
- Not currently. Online card, PayPal, and ACH gateway checkout is unavailable. Organizations can record payments received outside OLT against the invoice.
- Can organizations schedule recurring invoices and reminders?
- Yes. Organizations can configure invoice schedules and reminders around due dates, with frequency and delivery settings controlled by the organization.
- Which receivables-aging buckets are available?
- Receivables aging uses Current, 1-30, 31-60, 61-90, and 90+ day buckets with invoice and customer breakdowns.
- How are invoices and quotes delivered?
- Generate PDF invoices and quotes and send them by email using the organization's configured branding and delivery settings.