Everything you need to run your business
EasyQuo brings quotes, invoices, payments, customer records, account statements, and automated follow-ups together as one operational workspace for growing service businesses.
Quote-to-cash workflow
Send a quote, convert it to an invoice in a click, record payments as they come in, and watch each customer's balance update in real time. The whole money-movement story lives in one app.
Professional quotes and invoices
Clean, branded documents that move work forward
- Customizable with your logo and colors
- Automatic PDF generation
- Email directly to customers
Items & Services Library
Save your products and services for quick reuse
- Pre-set pricing and descriptions
- Works for products and services
- Add to quotes or invoices in seconds
Payment tracking
Know exactly who owes you and how much
- Partial payment support
- Payment history per invoice
- Outstanding balance calculations
INV-2025-042
Due 14 May 2025
Cape Glass Co.
VAT 4970123456
Acme Holdings
Sandton, Johannesburg
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Money movement dashboard
One screen that answers: where is my money, what is late, and what should I do next? Multi-currency aware. VAT and accountant-friendly exports built in.
Money in, still waiting, overdue
Live totals for paid, unpaid, and past-due across each currency
- Paid this month at a glance
- Still waiting and overdue split out
- Optional FX estimate in your default currency
Pipeline at a glance
Quotes ready to convert and the pending pipeline value
- Accepted quotes not yet invoiced
- Quotes awaiting customer reply
- Customers needing follow-up
VAT-ready and accountant-friendly
Compliant fields, sequential numbering, exportable reports
- Sequential invoice numbering and VAT breakdown
- Monthly / quarterly VAT summary
- CSV export for your accountant
May 2025
R 184,210
23 invoices
R 42,800
7 invoices
R 13,400
2 invoices
R 67,500
4 accepted quotes
3
No reply in 7+ days
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Automated reminders & follow-up
Set up rules that run your admin in the background. When an invoice is overdue, send a reminder. When payment is received, send a thank you. Deterministic, transparent, auditable.
Trigger-based rules
Define what kicks off an automation
- Invoice sent
- Invoice due soon or overdue
- Payment received or invoice paid
- Quote accepted or rejected
Multi-channel actions
Reach customers where they are
- Email (included in all plans)
- SMS via your provider
- WhatsApp Business API
- Webhook for custom integrations
Smart templates
Personalised messages with variables
- Customer name, invoice number
- Amount due, due date
- Payment link insertion
Chase overdue invoices
Invoice is 3 days overdue
Send polite reminder email
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Customer account statements & account health
Open a customer and you land on a full profile workspace - Overview, Statements, Quotes, Invoices, Activity, and Contact History as tabs. See opening and closing balances, total invoiced and paid, overdue exposure, average days to pay, quote acceptance rate, account health, and the recommended next action.
Customer profiles
All the details in one place
- Contact information
- Billing addresses
- Tags and categories
Customer account statements
Per-customer financial history for any period
- Opening and closing balances
- Outstanding and overdue visibility
- PDF and accountant-friendly CSV export
Account health & next action
Six deterministic statuses, each with a recommended action
- Healthy, slow payer, overdue, dormant, high value, new customer
- Average days to pay and quote acceptance rate
- Last activity at a glance
R 142,300
R 128,900
R 13,400
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Ready to run quote-to-cash with more control?
Try Business Essential, start with Business Run, or book a demo for Business Scale - whichever matches how your business operates today.