Feature · Sales & Invoicing

Simplify your sales & invoicing workflow.

Manage quotes, invoices, reminders, payments, and GL sync in one seamless workflow.

01
Quote
$7,420
Halsey & Co. · auto-filled
02
Invoice
14 open
INV-1284 · Due May 24
03
Reminder
auto
3 / 7 / 14 day cadence
04
Payment
$48K MTD
Stripe · just now
05
GL Sync
99.9%
QuickBooks · 2s sync
Workflow detail

Five steps. One source of truth.

Step 01

Quote sent

Customer-ready quotes built from templates and auto-filled customer details, line items, taxes, and shipping. Send by email or shared link.

  • Reusable templates
  • Auto-fill from CRM
  • Line items + tax rules
  • Approval workflows
Quote · QT-0214
Halsey & Co.May 21, 2026
Vape disposable · 120 × $28.50
Display rack · 4 × $185.00
Label paper · 18 × $24.00
Total$7,420
Step 02

Invoice issued

On acceptance, the quote converts to an invoice with a unique number, due date, and PDF + e-invoice formats. Multi-currency ready.

  • Auto-conversion
  • Unique invoice numbering
  • PDF + e-invoice
  • 12 currencies
Open
14
Overdue
3
Paid MTD
$48K
INV-1284 · Halsey & Co.$7,420
INV-1283 · Northgate$3,200
Step 03

Reminder cycle

Smart reminders at 3, 7, and 14 days past due, delivered via email or SMS with on-brand messaging.

  • Smart cadence
  • Email + SMS
  • On-brand templates
  • Mute / snooze rules
Reminder cadence
Day 3 · Friendly nudge
email
Day 7 · Second reminder
email + SMS
Day 14 · Past-due notice
email + manager cc
Step 04

Payment received

Customers pay via Stripe, PayPal, or bank transfer. Real-time confirmation triggers receipts and ledger updates.

  • Stripe / PayPal / ACH
  • Real-time receipts
  • Refund handling
  • Reconciliation tags
Payment methods
Stripe
PayPal
Bank ACH
Payment received · $7,420
Stripe · just now · INV-1284
Step 05

GL sync

Every payment posts a journal entry to your books. Two-way sync with QuickBooks and Xero keeps both systems aligned.

  • Two-way sync
  • QuickBooks + Xero
  • Auto journal entries
  • Audit trail preserved
GL sync · 2-way
ZeperGo
QuickBooks
Journal entry posted · 2s
Sub-features

Built for the way finance teams actually run.

Recurring invoices

Schedule subscriptions, retainers, or milestone billing. Set once, runs forever.

Multi-currency support

Bill in 12 currencies with real-time FX rates and tax compliance across regions.

Automated reconciliation

Match incoming payments to invoices automatically — including partial payments.

Financial reporting

AR aging, revenue, MRR, ARR, and cash-flow forecasts ready out of the box.

Customer portal

Self-serve portal where customers view, download, and pay invoices.

Audit-ready trails

Every change tracked. Exportable reports for finance and compliance teams.

Integration & automation

Sales & invoicing connects to everything else.

Auto-generated invoices, synchronized stock, automatic GL updates — all flowing through one platform.

Sales & Invoicing
$48K MTD
auto · 2s
live data
Inventory
Stock decrements on sale
CRM
Customer record auto-filled
Accounting
GL entries posted
Multi-store
Routed to right store
Customer benefits

Measurable outcomes in 90 days.

0%
Fewer manual errors

Auto-fill + validation eliminate transcription mistakes.

0.0x
Faster cash flow

Faster invoicing and smart reminders compress DSO.

0%
Lower DSO

Reminder cadence reduces days sales outstanding.

0%
Audit-ready trails

Every change tracked, exportable, and timestamped.

Take control

Take full control of your financial workflows.

Book a demo to see how ZeperGo automates and streamlines your sales & invoicing operations.