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.

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From quote to invoice to payment in one place

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

See your cash at a glance

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

Stop chasing payments manually

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

An account-management workspace for every customer

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

Ready to run quote-to-cash with more control?

Try Essential, start with Run, or book a demo for Enterprise - whichever matches how your business operates today.

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