Sales, Invoices & Quotes
A sale in Actif opens up the path to a prospective quote. Once you have your quote, it is then ready to be converted into an invoice!
The process is very simple. First, start by adding products and/or services to a sale. Then, generate quotes by clicking on the button at the bottom of the screen. Finally, a PDF document of the quote you just generated will be stored in the Documents tab of the sale.
Maintain a History
Send PDFs of your invoices and quotes directly by email via Actif, and keep a history of all your exchanges so you’re always up to date.
Schedule Recurring Transactions
Is your company’s business model based on subscriptions? Or do you need to invoice clients on a regular basis? Let Actif do the hard work for you! Recurring operations are easy to configure.
Try GEM-BOOKS today and you'll understand why so many professionals have chosen us to help them make their business management easier.
Basic functions are completely free, which includes 1Gb of disk space for data storage. Limited time offer, subject to change without notice.