Quotes & Orders

Easy to add quotations are created from the standard template. There is no need to re-enter details from quotes or orders onto invoices, the system recalls the information automatically, saving on time and accuracy

Invoicing

Email or print professional looking invoices directly from quotes already on the system.

Select from product codes or just type onto the invoice. Apply customer, product or overall invoice discounts.

Tempates Surfaccounts has a predefined Invoice template that lets you decide the columns you want to display. Upload your company logo for personalised invoices.

Product Lines Surfaccounts allows you to maintain a full product catalogue. It has a CSV file product import facility for lists from legacy systems.

Dashboards & Reports Dashboards are used to great effect showing you key financial information about your business. Surfaccounts dashboards display top line key figures followed by a series of charts and tables. Surfaccounts has a great set of reports that are easy to use and simple to run. Simply click the run button after making your selections and the report can be sent to Microsoft Excel for further analysis or to PDF for emailing.