Accounts · Invoicing
Invoices that go from estimate to ledger without leaving the platform
Create professional invoices, send them to customers, apply payments and keep the ledger current — with the option to convert an accepted estimate in a single step.
What's included
Invoice creation
Create itemised invoices from the product catalogue or with custom line items.
Estimate-to-invoice conversion
Convert an accepted estimate into an invoice without re-entering any data.
Customer management
Customer records with their full invoice history and outstanding balance.
Invoice sending
Send invoices by email directly from the platform with a payment link.
Payment tracking
Record payments received and track which invoices are outstanding, partially paid or overdue.
Credit notes
Issue credit notes against specific invoices for corrections and refunds.
Frequently asked questions
- Can I convert an estimate to an invoice in LeafyOps Accounts?
- Yes. Once a customer accepts an estimate, you can convert it to an invoice in one click with all line items carried across.
- Does LeafyOps Accounts update the ledger when I raise an invoice?
- Yes. Invoices, payments and credit notes all create the appropriate ledger entries automatically.
Ready to get started?
This is part of Accounts — the full product includes every connected capability.